# Mason Morfit — ValueAct Capital

Source: SEC EDGAR 13F filings (CIK 0001418814).
Page URL: https://superinvestorclub.com/manager/50
Last updated: 2026-07-08T11:37:13.659Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Mason Morfit reported 18 long equity positions in their ValueAct Capital 13F filing, with a total reported value of $5.71B.

### About

Activist investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | V | VISA INC | 2316250 | $700.1M | 12.26% | +34.8% |
| 2 | AMZN | AMAZON COM INC | 2884600 | $600.8M | 10.52% | -15.0% |
| 3 | CRM | SALESFORCE INC | 2994509 | $559.0M | 9.79% | — |
| 4 | BLK | BLACKROCK INC | 546100 | $525.2M | 9.19% | -21.4% |
| 5 | META | META PLATFORMS INC | 915674 | $523.9M | 9.17% | +-12.6% |
| 6 | RKT | ROCKET COS INC | 28214724 | $402.1M | 7.04% | -28.4% |
| 7 | TOST | TOAST INC | 12895438 | $341.9M | 5.98% | 60.9% |
| 8 | LLYVB | LIBERTY LIVE HOLDINGS INC | 3561208 | $335.1M | 5.87% | -1.2% |
| 9 | RBLX | ROBLOX CORP | 5848621 | $330.8M | 5.79% | -2.1% |
| 10 | KKR | KKR & CO INC | 3279700 | $303.4M | 5.31% | NEW |
| 11 | MDB | MONGODB INC | 1037800 | $254.0M | 4.45% | -26.2% |
| 12 | SSD | SIMPSON MFG INC | 1398042 | $239.9M | 4.20% | -5.0% |
| 13 | SPOT | SPOTIFY TECHNOLOGY S A | 358500 | $173.8M | 3.04% | NEW |
| 14 | LLYVB | LIBERTY LIVE HOLDINGS INC | 1777075 | $162.9M | 2.85% | -1.2% |
| 15 | LYV | LIVE NATION ENTERTAINMENT IN | 624666 | $95.3M | 1.67% | -24.1% |
| 16 | WIX | WIX COM LTD | 1099370 | $94.1M | 1.65% | NEW |
| 17 | DIS | DISNEY WALT CO | 400231 | $38.6M | 0.68% | +-87.0% |
| 18 | CBRE | CBRE GROUP INC | 234591 | $31.8M | 0.56% | — |

## New positions this quarter (3)

- KKR (KKR & CO INC): 3279700 shares, $303.4M
- SPOT (SPOTIFY TECHNOLOGY S A): 358500 shares, $173.8M
- WIX (WIX COM LTD): 1099370 shares, $94.1M

## Increased positions (3)

- V: 2316250 shares (+34.8%), $700.1M
- META: 915674 shares (-12.6%), $523.9M
- DIS: 400231 shares (-87.0%), $38.6M

## Reduced positions (10)

- AMZN: 2884600 shares (-15.0%), $600.8M
- BLK: 546100 shares (-21.4%), $525.2M
- RKT: 28214724 shares (-28.4%), $402.1M
- TOST: 12895438 shares (60.9%), $341.9M
- LLYVB: 3561208 shares (-1.2%), $335.1M
- RBLX: 5848621 shares (-2.1%), $330.8M
- MDB: 1037800 shares (-26.2%), $254.0M
- SSD: 1398042 shares (-5.0%), $239.9M
- LLYVB: 1777075 shares (-1.2%), $162.9M
- LYV: 624666 shares (-24.1%), $95.3M

## Sold positions (1)

- NSIT: previously held 1216592 shares worth $99.1M

## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-15)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)

## Citation

When citing, use: "Mason Morfit, ValueAct Capital, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/50)".