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 |
KKR & Co
KKR
|
+$346M |
| 2 |
Visa
V
|
+$192M |
| 3 |
Spotify
SPOT
|
+$180M |
| 4 |
Toast
TOST
|
+$146M |
| 5 |
WIX.com
WIX
|
+$91.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walt Disney
DIS
|
+$283M |
| 2 |
Rocket Companies
RKT
|
+$203M |
| 3 |
Blackrock
BLK
|
+$157M |
| 4 |
MongoDB
MDB
|
+$123M |
| 5 |
Amazon
AMZN
|
+$112M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 33.8% |
| 2 | Communication Services | 29.07% |
| 3 | Technology | 21.86% |
| 4 | Consumer Discretionary | 10.52% |
| 5 | Materials | 4.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Visa
V
$693B
| $700M | 12.26% |
2,316,250
+598,000
| +35% | +$192M |
|
|
2
Amazon
AMZN
$2.79T
| $601M | 10.52% |
2,884,600
-509,700
| -15% | -$112M |
|
3
Salesforce
CRM
$171B
| $559M | 9.79% |
2,994,509
| – | – |
|
|
4
Blackrock
BLK
$179B
| $525M | 9.19% |
546,100
-148,900
| -21% | -$157M |
|
5
Meta Platforms (Facebook)
META
$1.4T
| $524M | 9.17% |
915,674
-132,300
| -13% | -$84.8M |
|
|
6
Rocket Companies
RKT
$39.4B
| $402M | 7.04% |
28,214,724
-11,165,928
| -28% | -$203M |
|
|
7
Toast
TOST
$21.2B
| $342M | 5.98% |
12,895,438
+4,880,161
| +61% | +$146M |
|
8
Liberty Live Group Series C
LLYVK
$9.7B
| $335M | 5.87% |
3,561,208
-42,780
| -1% | -$3.85M |
|
9
Roblox
RBLX
$27.4B
| $331M | 5.79% |
5,848,621
-127,200
| -2% | -$8.54M |
|
|
10
KKR & Co
KKR
$97.4B
| $303M | 5.31% |
+3,279,700
| New | +$346M |
|
|
11
MongoDB
MDB
$34.7B
| $254M | 4.45% |
1,037,800
-369,000
| -26% | -$123M |
|
12
Simpson Manufacturing
SSD
$7.74B
| $240M | 4.2% |
1,398,042
-74,100
| -5% | -$13.7M |
|
|
13
Spotify
SPOT
$110B
| $174M | 3.04% |
+358,500
| New | +$180M |
|
|
14
Liberty Live Group Series A
LLYVA
$9.36B
| $163M | 2.85% |
1,777,075
-22,244
| -1% | -$1.95M |
|
15
Live Nation Entertainment
LYV
$42.4B
| $95.3M | 1.67% |
624,666
-198,400
| -24% | -$30M |
|
|
16
WIX.com
WIX
$3.43B
| $94.1M | 1.65% |
+1,099,370
| New | +$91.9M |
|
|
17
Walt Disney
DIS
$186B
| $38.6M | 0.68% |
400,231
-2,677,700
| -87% | -$283M |
|
18
CBRE Group
CBRE
$44B
| $31.8M | 0.56% |
234,591
| – | – |
|
19
Insight Enterprises
NSIT
$4.33B
| – | – |
-1,216,592
| Closed | -$99.1M |
|
Similar funds
Mason Morfit's Q1 2026 Portfolio in Review
As of Q1 2026, Mason Morfit held 19 positions worth $5.71B, down 19% from $7.03B the previous quarter. Its ten largest holdings account for 81% of the portfolio.
Mason Morfit's Q1 2026 filing shows 3 new, 2 increased, 11 reduced and 1 closed positions. Its largest new stake was KKR & Co: 3,279,700 shares worth $303M. The largest sale was Walt Disney, an estimated $283M.
By sector, the portfolio is most concentrated in Financials at 34% of assets, up from 30% a quarter earlier, followed by Communication Services and Technology.
- Mason Morfit's largest Q1 2026 buy was KKR & Co: 3,279,700 shares worth $303M.
- Mason Morfit added most to Visa in Q1 2026, an estimated $192M increase.
- Mason Morfit's biggest Q1 2026 reduction was Walt Disney, cutting an estimated $283M.
- Mason Morfit fully exited Insight Enterprises in Q1 2026, selling an estimated $99.1M.
- Mason Morfit's ten largest holdings make up 81% of its $5.71B portfolio in Q1 2026.
- Mason Morfit opened 3 new positions and closed 1 in Q1 2026.
- Mason Morfit's portfolio value fell 19% quarter-over-quarter to $5.71B.
Based on ValueAct Holdings's 13F filing for Q1 2026, filed 15 May 2026.