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Mason Morfit
ValueAct Capital·activist·Concentrated / activist
Accredited onlyn/a since 2000
Quarterly activity
What Mason Morfit bought and sold each quarter.
Mar 2026vs Dec 2025
Bought (5)
$KKRNew buy5.3%$SPOTNew buy3%$WIXNew buy1.6%$VAdded+34.8%$TOSTAdded+60.9%
Sold (8)
$NSITSold out$DISTrimmed-87%$RKTTrimmed-28.4%$MDBTrimmed-26.2%$LYVTrimmed-24.1%$BLKTrimmed-21.4%$AMZNTrimmed-15%$METATrimmed-12.6%
Dec 2025vs Sep 2025
Bought (8)
$BLKNew buy10.6%$RKTAdded+55.1%$METAAdded+36.3%$VAdded+9.7%$RBLXAdded+39.5%$TOSTAdded+135.9%$SSDAdded+21.9%$LYVAdded+28.4%
Sold (4)
$COOPSold out$NSITTrimmed-46.4%$MDBTrimmed-33.6%$DISTrimmed-29.9%
Sep 2025vs Jun 2025
Bought (5)
$TOSTNew buy2.1%$METAAdded+23.3%$VAdded+25.8%$RKTAdded+67.9%$MDBAdded+206.8%
Sold (11)
$EXPESold out$RDFNSold out$CCCSSold out$CBRETrimmed-60.2%$LYVTrimmed-27.6%$NSITTrimmed-20.6%$SSDTrimmed-14.1%$DISTrimmed-13.7%$LLYVKTrimmed-11.9%$AMZNTrimmed-9.6%$RBLXTrimmed-9.5%
Jun 2025vs Mar 2025
Bought (9)
$SSDNew buy3.9%$MDBNew buy2.6%$COOPNew buy2.4%$CBRENew buy1.5%$RDFNNew buy1.2%$CCCSNew buy0.5%$AMZNAdded+587.7%$RKTAdded+124.8%$LLYVAAdded+6.9%
Sold (8)
$TOSTSold out$NUSold out$EXPETrimmed-75.1%$RBLXTrimmed-46%$METATrimmed-38.6%$NSITTrimmed-29.5%$DISTrimmed-22.5%$VTrimmed-5.2%
Mar 2025vs Dec 2024
Bought (6)
$RKTNew buy1.8%$NUNew buy0.8%$METAAdded+379.8%$VAdded+251.4%$LLYVKAdded+23.2%$LLYVAAdded+30.8%
Sold (4)
$TOSTTrimmed-69.6%$EXPETrimmed-44.6%$LYVTrimmed-16.6%$RBLXTrimmed-13.5%
Dec 2024vs Sep 2024
Bought (2)
$AMZNNew buy2.7%$LLYVKAdded+18.5%
Sold (10)
$CRMTrimmed-63%$EXPETrimmed-61.3%$DISTrimmed-56%$RBLXTrimmed-50%$NSITTrimmed-50%$METATrimmed-50%$VTrimmed-50%$LYVTrimmed-47.7%$TOSTTrimmed-44.8%$LLYVATrimmed-5.6%
Sep 2024vs Jun 2024
Bought (11)
$TOSTNew buy5.3%$METANew buy2.9%$LYVNew buy2.7%$VNew buy2.5%$LLYVKNew buy1.7%$LLYVANew buy0.8%$CRMAdded+100%$NSITAdded+100%$DISAdded+143.4%$RBLXAdded+781.4%$EXPEAdded+52.7%
Sold (5)
$FLUTSold out$NYTSold out$KKRSold out$FISold out$SPOTSold out
Jun 2024vs Mar 2024
Bought (2)
$CRMAdded+12.3%$DISAdded+13.2%
Sold (8)
$ILMNSold out$CBRESold out$FITrimmed-69.8%$KKRTrimmed-36.6%$NYTTrimmed-35.8%$FLUTTrimmed-34.7%$SPOTTrimmed-17.5%$NSITTrimmed-10%
Quarter-over-quarter change in disclosed positions.
Holdings
| Stock | Move | % of portfolio | Reported px | Now | Since report |
|---|
VISA INC | Added | | $302.24 | $348.20 | +15.2% |
AMAZON COM INC | Trimmed | | $208.27 | $247.04 | +18.6% |
SALESFORCE INC | Held | | $186.67 | $162.50 | -12.9% |
BLACKROCK INC | Trimmed | | $961.71 | $1019.68 | +6% |
META PLATFORMS INC | Trimmed | | $572.13 | $631.48 | +10.4% |
ROCKET COS INC | Trimmed | | $14.25 | $14.56 | +2.2% |
TOAST INC | Added | | $26.51 | $28.85 | +8.8% |
LIBERTY LIVE HOLDINGS INC | Held | | $94.11 | $105.43 | +12% |
ROBLOX CORP | Held | | $56.56 | $56.42 | -0.2% |
KKR & CO INC | New buy | | $92.50 | $96.27 | +4.1% |
MONGODB INC | Trimmed | | $244.77 | $362.87 | +48.2% |
SIMPSON MFG INC | Held | | $171.62 | $188.60 | +9.9% |
SPOTIFY TECHNOLOGY S A | New buy | | $484.91 | $485.88 | +0.2% |
LIBERTY LIVE HOLDINGS INC | Held | | $91.64 | $102.01 | +11.3% |
LIVE NATION ENTERTAINMENT IN | Trimmed | | $152.51 | $182.58 | +19.7% |
WIX COM LTD | New buy | | $85.57 | $49.24 | -42.5% |
DISNEY WALT CO | Trimmed | | $96.38 | $96.16 | -0.2% |
CBRE GROUP INC | Held | | $135.46 | $141.06 | +4.1% |
Notable sell-outs this quarter: $NSIT
Source: SEC 13F via FMP · Mar 2026 report · 45-day filing delay. Long equity positions only. Not financial advice.