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Mason Morfit’s Liberty Live Group Series A LLYVA Stock Holding History

Mason Morfit’s Portfolio LLYVA Stock Details LLYVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.5M Sell
785,119
-991,956
-56% -$93.9M 1.41% 14
2026
Q1 		$163M Sell
1,777,075
-22,244
-1% -$1.95M 2.85% 14
2025
Q4 		$147M Buy
1,799,319
+79,771
+5% +$6.64M 2.09% 13
2025
Q3 		$162M Sell
1,719,548
-53,600
-3% -$4.72M 2.73% 13
2025
Q2 		$141M Buy
1,773,148
+114,500
+7% +$8.32M 2.52% 12
2025
Q1 		$112M Buy
1,658,648
+390,200
+31% +$27.2M 2.43% 10
2024
Q4 		$84.4M Buy
1,268,448
+596,648
+89% +$37M 1.92% 12
2024
Q3 		$33.3M Buy
+671,800
New +$26.2M 0.76% 11

Other funds holding LLYVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mason Morfit's LLYVA Position: Q2 2026 in Review

Mason Morfit reduced its Liberty Live Group Series A (LLYVA) stake by 56% in Q2 2026, selling an estimated $93.9M and leaving 785,119 shares worth $79.5M. The position accounts for 1.41% of the portfolio, ranked #14.

Mason Morfit first reported a position in LLYVA in Q3 2024 and has held it in 8 quarters since. The position peaked at $163M in Q1 2026. 246 funds tracked by Wall St. Rank hold LLYVA as of Q2 2026.

  • Mason Morfit held 785,119 shares of Liberty Live Group Series A worth $79.5M as of Q2 2026.
  • Mason Morfit sold 991,956 Liberty Live Group Series A shares in Q2 2026, an estimated $93.9M.
  • Liberty Live Group Series A made up 1.41% of Mason Morfit's portfolio in Q2 2026, its #14 holding.
  • Mason Morfit first reported a position in Liberty Live Group Series A in Q3 2024 and has held it in 8 quarters since.
  • Mason Morfit's Liberty Live Group Series A position peaked at $163M in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Liberty Live Group Series A as of Q2 2026.

Based on ValueAct Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.