ValueAct Capital

Mason Morfit

Mason Morfit is chief executive and chief investment officer of ValueAct Capital. ValueAct takes concentrated stakes and prefers to work constructively with management, often from inside the boardroom.

SEC filings, CIK 0001418814 SEC filings, CIK 0001464912

Public rank, Sep 15: #10
13F portfolio value: $5.63B
13F positions: 18
Recent 13D / Form 4: 0

Rank history

Rank in each edition. Locked editions hide their top 5 until they unlock.

Disclosed moves in public editions

The most recent moves from editions free readers can see, newest first.

Mason Morfit: disclosed moves in public editions
Date Invested	Company	Symbol	Shares	Value	Filing
Q2 2026	Rocket Cos IncBuyAdded	RKT	13,454,050	$211,901,28813F	13FFiled Aug 14, 2026
Q2 2026	CBRE Group IncBuyAdded	CBRE	757,800	$102,068,08213F	13FFiled Aug 14, 2026
Q2 2026	Spotify Technology S ABuyAdded	SPOT	168,300	$77,271,57913F	13FFiled Aug 14, 2026

Rocket Cos Inc
RKT
BuyAdded
Shares
13,454,050
Value
$211,901,28813F
Date invested
Q2 2026
13FFiled Aug 14, 2026
CBRE Group Inc
CBRE
BuyAdded
Shares
757,800
Value
$102,068,08213F
Date invested
Q2 2026
13FFiled Aug 14, 2026
Spotify Technology S A
SPOT
BuyAdded
Shares
168,300
Value
$77,271,57913F
Date invested
Q2 2026
13FFiled Aug 14, 2026

Top 13F holdings

13F for Q2 2026, filed Aug 14, 2026 (holdings as of Jun 30, 2026). Total reported value $5,634,931,372 across 18 positions.

The latest 13F filed by Sep 30, 2026; newer 13Fs appear as each edition unlocks.

View the 13F on EDGAR ↗

Visa Inc
V
$794,682,21314.1% of portfolio2,316,250 shunchanged
Amazon Com Inc
AMZN
$701,124,77812.4% of portfolio2,941,700 shadded
Rocket Cos Inc
RKT
$656,283,19111.7% of portfolio41,668,774 shadded
Blackrock Inc
BLK
$559,339,4529.9% of portfolio581,700 shadded
Meta Platforms Inc
META
$515,790,0079.2% of portfolio915,674 shunchanged
Salesforce Inc
CRM
$469,119,7808.3% of portfolio2,994,509 shunchanged
Toast Inc
TOST
$393,208,9377.0% of portfolio14,134,038 shadded
KKR & Co Inc
KKR
$326,571,5965.8% of portfolio3,558,200 shadded
Spotify Technology S A
SPOT
$241,869,6844.3% of portfolio526,800 shadded
Liberty Live Holdings Inc
LLYVK
$229,491,0684.1% of portfolio2,172,388 shtrimmed

Mason Morfit: top 13F holdings
Company	Symbol	Shares	Value	% of portfolio	vs. prior 13F
Visa Inc	V	2,316,250	$794,682,213	14.1%	unchanged
Amazon Com Inc	AMZN	2,941,700	$701,124,778	12.4%	added
Rocket Cos Inc	RKT	41,668,774	$656,283,191	11.7%	added
Blackrock Inc	BLK	581,700	$559,339,452	9.9%	added
Meta Platforms Inc	META	915,674	$515,790,007	9.2%	unchanged
Salesforce Inc	CRM	2,994,509	$469,119,780	8.3%	unchanged
Toast Inc	TOST	14,134,038	$393,208,937	7.0%	added
KKR & Co Inc	KKR	3,558,200	$326,571,596	5.8%	added
Spotify Technology S A	SPOT	526,800	$241,869,684	4.3%	added
Liberty Live Holdings Inc	LLYVK	2,172,388	$229,491,068	4.1%	trimmed

Recent filings

Schedule 13D, 13D/A and Form 4 filings, newest first. Filings through Sep 30, 2026; newer filings appear as each edition unlocks.

No recent Schedule 13D or Form 4 filings through Sep 30, 2026.

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