Mason Morfit ValueAct Holdings
Mason Morfit is chief executive officer of ValueAct Capital, a major constructive-activist investment firm. ValueAct typically takes significant stakes in companies and works with boards on strategy, capital allocation, and operational improvement. Morfit’s campaigns and holdings are closely watched in both activist and fundamental investing communities.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$518M |
| 2 |
Visa
V
|
+$318M |
| 3 |
Rocket Companies
RKT
|
+$86.8M |
| 4 |
Liberty Live Group Series C
LLYVK
|
+$52.4M |
| 5 |
Nu Holdings
NU
|
+$40.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Toast
TOST
|
+$223M |
| 2 |
Expedia Group
EXPE
|
+$164M |
| 3 |
Roblox
RBLX
|
+$86.2M |
| 4 |
Live Nation Entertainment
LYV
|
+$24.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 48.83% |
| 2 | Technology | 32.16% |
| 3 | Financials | 12.58% |
| 4 | Consumer Discretionary | 6.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Salesforce
CRM
$171B
| $778M | 16.98% |
2,898,509
| – | – |
|
2
Walt Disney
DIS
$186B
| $648M | 14.15% |
6,566,031
| – | – |
|
3
Insight Enterprises
NSIT
$4.33B
| $609M | 13.3% |
4,061,739
| – | – |
|
|
4
Meta Platforms (Facebook)
META
$1.4T
| $585M | 12.77% |
1,014,874
+803,374
| +380% | +$518M |
|
|
5
Roblox
RBLX
$27.4B
| $511M | 11.15% |
8,764,921
-1,371,000
| -14% | -$86.2M |
|
|
6
Visa
V
$693B
| $460M | 10.04% |
1,312,950
+939,350
| +251% | +$318M |
|
|
7
Liberty Live Group Series C
LLYVK
$9.7B
| $266M | 5.81% |
3,903,888
+735,100
| +23% | +$52.4M |
|
|
8
Expedia Group
EXPE
$38.6B
| $188M | 4.1% |
1,117,156
-900,250
| -45% | -$164M |
|
|
9
Live Nation Entertainment
LYV
$42.4B
| $116M | 2.52% |
885,266
-176,200
| -17% | -$24.1M |
|
|
10
Liberty Live Group Series A
LLYVA
$9.36B
| $112M | 2.43% |
1,658,648
+390,200
| +31% | +$27.2M |
|
11
Amazon
AMZN
$2.79T
| $107M | 2.34% |
563,100
+26,200
| +5% | +$5.69M |
|
|
12
Toast
TOST
$21.2B
| $86.1M | 1.88% |
2,597,200
-5,951,400
| -70% | -$223M |
|
|
13
Rocket Companies
RKT
$39.4B
| $81.2M | 1.77% |
+6,728,509
| New | +$86.8M |
|
|
14
Nu Holdings
NU
$70.4B
| $35M | 0.76% |
+3,416,200
| New | +$40.4M |
|
Similar funds
Mason Morfit's Q1 2025 Portfolio in Review
As of Q1 2025, Mason Morfit held 14 positions worth $4.58B, up 4.4% from $4.39B the previous quarter. Its ten largest holdings account for 93% of the portfolio.
Mason Morfit deployed $552M of net new capital in Q1 2025, opening 2 new positions and adding to 5 existing holdings. Its largest new stake was Rocket Companies: 6,728,509 shares worth $81.2M.
By sector, the portfolio is most concentrated in Communication Services at 49% of assets, up from 43% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Toast, an estimated $223M trimmed.
- Mason Morfit's largest Q1 2025 buy was Rocket Companies: 6,728,509 shares worth $81.2M.
- Mason Morfit added most to Meta Platforms (Facebook) in Q1 2025, an estimated $518M increase.
- Mason Morfit's biggest Q1 2025 reduction was Toast, cutting an estimated $223M.
- Mason Morfit's ten largest holdings make up 93% of its $4.58B portfolio in Q1 2025.
- Mason Morfit opened 2 new positions and closed 0 in Q1 2025.
- Mason Morfit's portfolio value rose 4.4% quarter-over-quarter to $4.58B.
Based on ValueAct Holdings's 13F filing for Q1 2025, filed 15 May 2025.