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Mason Morfit

ValueAct Capital

Activist investor

$5.71B

Portfolio Value

18

Holdings

Q1 '26

Period

2026-05-15

Filed

πŸ“ˆ

Simulated 13F Return

⚠️ Approximation

Total Return

+15.72%

Q4 '23 β†’ Q3 '25

Annualized

+8.7%/yr

S&P: +7.63%/yr

Alpha (vs S&P)

+2%

7 quarters tracked

1-Year Return

+9.47%

Ξ± -4.24%

⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.

πŸ“ˆ Recent Activity

Changes from previous quarter

VINCREASED
12.3% of portfolio
+35% shares+3.7pp
AMZNREDUCED
10.5% of portfolio
-15% shares-0.6pp
BLKREDUCED
9.2% of portfolio
-21% shares-1.4pp
METAINCREASED
9.2% of portfolio
-13% shares-0.7pp
RKTREDUCED
7.0% of portfolio
-28% shares-3.8pp
TOSTREDUCED
6.0% of portfolio
+61% shares+1.9pp
LLYVBREDUCED
5.9% of portfolio
-1% shares+1.6pp
RBLXREDUCED
5.8% of portfolio
-2% shares-1.1pp
KKRNEW
5.3% of portfolio
New position
MDBREDUCED
4.4% of portfolio
-26% shares-4.0pp
SSDREDUCED
4.2% of portfolio
-5% shares+0.8pp
SPOTNEW
3.0% of portfolio
New position
LLYVBREDUCED
2.9% of portfolio
-1% shares+0.8pp
LYVREDUCED
1.7% of portfolio
-24% shares
WIXNEW
1.6% of portfolio
New position
DISINCREASED
0.7% of portfolio
-87% shares-4.3pp
NSITSOLD
was 1.4%
Sold out position
Filing price: $81.47

Sold Out (1)

SOLDNSITINSIGHT ENTERPRISES INCwas 1.41%@$81.47

πŸ“Š Sector Breakdown

Portfolio allocation by sector

Unknown 38.4%Technology 29.5%Financials 26.8%Communication Services 5.4%

πŸ’Ό Holdings

πŸ”

18 of 18 positions Β· $5.71B

This quarter: 3 new positions, increased 3, reduced 10, sold 1. Net seller.

VINCREASED
12.3%
12.3% of portfolio (was 8.6%, added)
Filed ~$302
β€”πŸ“„
AMZNREDUCED
10.5%
10.5% of portfolio (was 11.2%, trimmed)
Filed ~$208
β€”πŸ“„
CRM
9.8%
9.8% of portfolio
Filed ~$187
β€”πŸ“„
BLKREDUCED
9.2%
9.2% of portfolio (was 10.6%, trimmed)
Filed ~$962
β€”πŸ“„
METAINCREASED
9.2%
9.2% of portfolio (was 9.8%, added)
Filed ~$572
β€”πŸ“„
RKTREDUCED
7.0%
7.0% of portfolio (was 10.9%, trimmed)
Filed ~$14
β€”πŸ“„
TOSTREDUCED
6.0%
6.0% of portfolio (was 4.1%, trimmed)
Filed ~$27
β€”πŸ“„
LLYVBREDUCED
5.9%
5.9% of portfolio (was 4.3%, trimmed)
Filed ~$94
β€”πŸ“„
RBLXREDUCED
5.8%
5.8% of portfolio (was 6.9%, trimmed)
Filed ~$57
β€”πŸ“„
KKRNEW
5.3%
5.3% of portfolio (new position)
Filed ~$93
β€”πŸ“„
MDBREDUCED
4.4%
4.4% of portfolio (was 8.4%, trimmed)
Filed ~$245
β€”πŸ“„
SSDREDUCED
4.2%
4.2% of portfolio (was 3.4%, trimmed)
Filed ~$172
β€”πŸ“„
SPOTNEW
3.0%
3.0% of portfolio (new position)
Filed ~$485
β€”πŸ“„
LLYVBREDUCED
2.9%
2.9% of portfolio (was 2.1%, trimmed)
Filed ~$92
β€”πŸ“„
LYVREDUCED
1.7%
1.7% of portfolio (was 1.7%, trimmed)
Filed ~$153
β€”πŸ“„
WIXNEW
1.6%
1.6% of portfolio (new position)
Filed ~$86
β€”πŸ“„
DISINCREASED
0.7%
0.7% of portfolio (was 5.0%, added)
Filed ~$96
β€”πŸ“„
CBRE
0.6%
0.6% of portfolio
Filed ~$135
β€”πŸ“„

🚫 Sold Out (1 positions)

SOLDNSITINSIGHT ENTERPRISES INCwas 1.41%@$81.471216592 shares Β· $99.1M
Mason Morfit β€” Q1 '26 13F Portfolio | Superinvestor 13F Tracker