What Mason Morfit Bought in Q1 2026
ValueAct Capital · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$5.71B
Total Value
18
Holdings
3
New Buys
10
Reduced
In Q1 2026, Mason Morfit reported 18 long equity positions worth $5.71B in their ValueAct Capital 13F filing, including 3 new positions (largest: KKR & CO INC at $303.4M) and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % 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 | LLYVK | 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 | LLYVA | 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% | — |