Question 1

What stocks did Mason Morfit sell this quarter?

Accepted Answer

In the Q2 '26 13F filing, Mason Morfit fully exited 1 positions and reduced 3 existing holdings. Combined sell footprint: approximately $343.8M based on prior-quarter values.

Question 2

What was Mason Morfit's biggest sell?

Accepted Answer

Mason Morfit's largest fully-exited position in the Q2 '26 filing was DISNEY WALT CO (DIS), previously worth $38.6M.

Question 3

How are these "sells" calculated?

Accepted Answer

Sells are derived from quarter-over-quarter changes in 13F filings. SOLD positions appeared in the prior filing but not the current one; REDUCED positions are existing holdings where share count fell. Note: 13F filings only cover long U.S. equity positions, so apparent "sells" could be short-side hedges or moves to other instruments.

Ticker	Company	Shares Now	Value Now	% Portfolio	Change
LLYVK	LIBERTY LIVE HOLDINGS INC	2172388	$229.5M	4.07%	-39.0%
RBLX	ROBLOX CORP	3147421	$171.2M	3.04%	-46.2%
LYV	LIVE NATION ENTERTAINMENT IN	302066	$55.3M	0.98%	-51.6%

Mason Morfit — Recent Sells

Fully exited (1)

Reduced positions (3)