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 |
Blackrock
BLK
|
+$760M |
| 2 |
Rocket Companies
RKT
|
+$250M |
| 3 |
Meta Platforms (Facebook)
META
|
+$187M |
| 4 |
Roblox
RBLX
|
+$180M |
| 5 |
Toast
TOST
|
+$166M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
MongoDB
MDB
|
+$259M |
| 2 |
COOP
Mr. Cooper
COOP
|
+$191M |
| 3 |
Walt Disney
DIS
|
+$145M |
| 4 |
Insight Enterprises
NSIT
|
+$98.9M |
| 5 |
Amazon
AMZN
|
+$24.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 30.02% |
| 2 | Communication Services | 29.75% |
| 3 | Technology | 25.16% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Materials | 3.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Salesforce
CRM
$171B
| $793M | 11.29% |
2,994,509
+96,000
| +3% | +$23.9M |
|
|
2
Amazon
AMZN
$2.79T
| $783M | 11.15% |
3,394,300
-106,200
| -3% | -$24.3M |
|
|
3
Rocket Companies
RKT
$39.4B
| $762M | 10.85% |
39,380,652
+13,985,025
| +55% | +$250M |
|
|
4
Blackrock
BLK
$179B
| $744M | 10.59% |
+695,000
| New | +$760M |
|
|
5
Meta Platforms (Facebook)
META
$1.4T
| $692M | 9.85% |
1,047,974
+279,300
| +36% | +$187M |
|
6
Visa
V
$693B
| $603M | 8.58% |
1,718,250
+152,400
| +10% | +$51.9M |
|
|
7
MongoDB
MDB
$34.7B
| $590M | 8.4% |
1,406,800
-711,400
| -34% | -$259M |
|
|
8
Roblox
RBLX
$27.4B
| $484M | 6.89% |
5,975,821
+1,692,600
| +40% | +$180M |
|
|
9
Walt Disney
DIS
$186B
| $350M | 4.98% |
3,077,931
-1,314,000
| -30% | -$145M |
|
10
Liberty Live Group Series C
LLYVK
$9.7B
| $300M | 4.27% |
3,603,988
+88,100
| +3% | +$7.57M |
|
|
11
Toast
TOST
$21.2B
| $285M | 4.05% |
8,015,277
+4,618,077
| +136% | +$166M |
|
12
Simpson Manufacturing
SSD
$7.74B
| $238M | 3.38% |
1,472,142
+264,200
| +22% | +$44.7M |
|
|
13
Liberty Live Group Series A
LLYVA
$9.36B
| $147M | 2.09% |
1,799,319
+79,771
| +5% | +$6.64M |
|
14
Live Nation Entertainment
LYV
$42.4B
| $117M | 1.67% |
823,066
+182,200
| +28% | +$26.2M |
|
|
15
Insight Enterprises
NSIT
$4.33B
| $99.1M | 1.41% |
1,216,592
-1,055,147
| -46% | -$98.9M |
|
16
CBRE Group
CBRE
$44B
| $37.7M | 0.54% |
234,591
| – | – |
|
|
COOP
17
DELISTED
Mr. Cooper
COOP
| – | – |
-904,800
| Closed | -$191M |
|
Similar funds
Mason Morfit's Q4 2025 Portfolio in Review
As of Q4 2025, Mason Morfit held 17 positions worth $7.03B, up 18% from $5.93B the previous quarter. Its ten largest holdings account for 87% of the portfolio.
Mason Morfit deployed $986M of net new capital in Q4 2025, opening 1 new position and adding to 10 existing holdings. Its largest new stake was Blackrock: 695,000 shares worth $744M.
By sector, the portfolio is most concentrated in Financials at 30% of assets, up from 21% a quarter earlier, followed by Communication Services and Technology.
On the sell side, the largest reduction was MongoDB, an estimated $259M trimmed.
- Mason Morfit's largest Q4 2025 buy was Blackrock: 695,000 shares worth $744M.
- Mason Morfit added most to Rocket Companies in Q4 2025, an estimated $250M increase.
- Mason Morfit's biggest Q4 2025 reduction was MongoDB, cutting an estimated $259M.
- Mason Morfit fully exited Mr. Cooper in Q4 2025, selling an estimated $191M.
- Mason Morfit's ten largest holdings make up 87% of its $7.03B portfolio in Q4 2025.
- Mason Morfit opened 1 new position and closed 1 in Q4 2025.
- Mason Morfit's portfolio value rose 18% quarter-over-quarter to $7.03B.
Based on ValueAct Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.