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 |
MongoDB
MDB
|
+$367M |
| 2 |
Rocket Companies
RKT
|
+$179M |
| 3 |
Toast
TOST
|
+$147M |
| 4 |
Visa
V
|
+$111M |
| 5 |
Meta Platforms (Facebook)
META
|
+$108M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$84.2M |
| 2 |
Walt Disney
DIS
|
+$81.9M |
| 3 |
Insight Enterprises
NSIT
|
+$76.8M |
| 4 |
RDFN
Redfin
RDFN
|
+$65M |
| 5 |
Roblox
RBLX
|
+$55.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 38.26% |
| 2 | Technology | 24.21% |
| 3 | Financials | 20.53% |
| 4 | Consumer Discretionary | 12.96% |
| 5 | Materials | 3.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Amazon
AMZN
$2.79T
| $769M | 12.96% |
3,500,500
-372,000
| -10% | -$84.2M |
|
2
Salesforce
CRM
$171B
| $687M | 11.59% |
2,898,509
| – | – |
|
|
3
Roblox
RBLX
$27.4B
| $593M | 10.01% |
4,283,221
-448,800
| -9% | -$55.8M |
|
|
4
Meta Platforms (Facebook)
META
$1.4T
| $564M | 9.52% |
768,674
+145,300
| +23% | +$108M |
|
|
5
Visa
V
$693B
| $535M | 9.02% |
1,565,850
+320,900
| +26% | +$111M |
|
|
6
Walt Disney
DIS
$186B
| $503M | 8.48% |
4,391,931
-695,700
| -14% | -$81.9M |
|
|
7
Rocket Companies
RKT
$39.4B
| $492M | 8.3% |
25,395,627
+10,270,018
| +68% | +$179M |
|
|
8
MongoDB
MDB
$34.7B
| $367M | 6.19% |
2,118,200
+1,427,700
| +207% | +$367M |
|
9
Liberty Live Group Series C
LLYVK
$9.7B
| $341M | 5.75% |
3,515,888
-476,000
| -12% | -$43M |
|
|
10
Insight Enterprises
NSIT
$4.33B
| $258M | 4.35% |
2,271,739
-590,000
| -21% | -$76.8M |
|
11
Simpson Manufacturing
SSD
$7.74B
| $202M | 3.41% |
1,207,942
-198,163
| -14% | -$35.5M |
|
|
COOP
12
DELISTED
Mr. Cooper
COOP
| $191M | 3.22% |
904,800
| – | – |
|
|
13
Liberty Live Group Series A
LLYVA
$9.36B
| $162M | 2.73% |
1,719,548
-53,600
| -3% | -$4.72M |
|
|
14
Toast
TOST
$21.2B
| $124M | 2.09% |
+3,397,200
| New | +$147M |
|
15
Live Nation Entertainment
LYV
$42.4B
| $105M | 1.77% |
640,866
-244,400
| -28% | -$38.6M |
|
16
CBRE Group
CBRE
$44B
| $37M | 0.62% |
234,591
-354,800
| -60% | -$54.9M |
|
|
CCC
17
CCC Intelligent Solutions
CCC
$4.39B
| – | – |
-2,881,800
| Closed | -$27.1M |
|
18
Expedia Group
EXPE
$38.6B
| – | – |
-278,356
| Closed | -$47M |
|
|
RDFN
19
DELISTED
Redfin
RDFN
| – | – |
-5,805,600
| Closed | -$65M |
|
Similar funds
Mason Morfit's Q3 2025 Portfolio in Review
As of Q3 2025, Mason Morfit held 19 positions worth $5.93B, up 5.9% from $5.6B the previous quarter. Its ten largest holdings account for 86% of the portfolio.
Mason Morfit deployed $298M of net new capital in Q3 2025, opening 1 new position and adding to 4 existing holdings. Its largest new stake was Toast: 3,397,200 shares worth $124M.
By sector, the portfolio is most concentrated in Communication Services at 38% of assets, down from 39% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Amazon, an estimated $84.2M trimmed.
- Mason Morfit's largest Q3 2025 buy was Toast: 3,397,200 shares worth $124M.
- Mason Morfit added most to MongoDB in Q3 2025, an estimated $367M increase.
- Mason Morfit's biggest Q3 2025 reduction was Amazon, cutting an estimated $84.2M.
- Mason Morfit fully exited Redfin in Q3 2025, selling an estimated $65M.
- Mason Morfit's ten largest holdings make up 86% of its $5.93B portfolio in Q3 2025.
- Mason Morfit opened 1 new position and closed 3 in Q3 2025.
- Mason Morfit's portfolio value rose 5.9% quarter-over-quarter to $5.93B.
Based on ValueAct Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.