What Mason Morfit Bought in Q2 2025
ValueAct Capital · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$5.60B
Total Value
18
Holdings
6
New Buys
6
Reduced
In Q2 2025, Mason Morfit reported 18 long equity positions worth $5.60B in their ValueAct Capital 13F filing, including 6 new positions (largest: SIMPSON MFG INC at $218.4M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 3872500 | $849.6M | 15.17% | 587.7% |
| 2 | CRM | SALESFORCE INC | 2898509 | $790.4M | 14.12% | — |
| 3 | DIS | DISNEY WALT CO | 5087631 | $630.9M | 11.27% | -22.5% |
| 4 | RBLX | ROBLOX CORP | 4732021 | $497.8M | 8.89% | -46.0% |
| 5 | META | META PLATFORMS INC | 623374 | $460.1M | 8.22% | +-38.6% |
| 6 | V | VISA INC | 1244950 | $442.0M | 7.89% | -5.2% |
| 7 | NSIT | INSIGHT ENTERPRISES INC | 2861739 | $395.2M | 7.06% | -29.5% |
| 8 | LLYVK* | LIBERTY MEDIA CORP DEL | 3991888 | $324.0M | 5.79% | +2.3% |
| 9 | SSD | SIMPSON MFG INC | 1406105 | $218.4M | 3.90% | NEW |
| 10 | RKT | ROCKET COS INC | 15125609 | $214.5M | 3.83% | 124.8% |
| 11 | MDB | MONGODB INC | 690500 | $145.0M | 2.59% | NEW |
| 12 | LLYVA* | LIBERTY MEDIA CORP DEL | 1773148 | $140.9M | 2.52% | +6.9% |
| 13 | COOP | MR COOPER GROUP INC | 904800 | $135.0M | 2.41% | NEW |
| 14 | LYV | LIVE NATION ENTERTAINMENT IN | 885266 | $133.9M | 2.39% | — |
| 15 | CBRE | CBRE GROUP INC | 589391 | $82.6M | 1.47% | NEW |
| 16 | RDFN | REDFIN CORP | 5805600 | $65.0M | 1.16% | NEW |
| 17 | EXPE | EXPEDIA GROUP INC | 278356 | $47.0M | 0.84% | +-75.1% |
| 18 | CCC | CCC INTELLIGENT SOLUTIONS HL | 2881800 | $27.1M | 0.48% | NEW |