MM
Mason Morfit ValueAct Capital · activist · Concentrated / high-conviction
n/a since 2000
Quarterly activity What Mason Morfit bought and sold each quarter.
Jun 2026 vs Mar 2026
Bought (7)
$PAYP ADR New buy 0.5% $RKT Added +47.7% $BLK Added +6.5% $TOST Added +9.6% $KKR Added +8.5% $SPOT Added +46.9% $CBRE Added +323%
Sold (7)
$DIS Sold out $MDB Trimmed -84% $LLYVA Trimmed -55.8% $LYV Trimmed -51.6% $RBLX Trimmed -46.2% $SSD Trimmed -40.6% $LLYVK Trimmed -39%
Mar 2026 vs Dec 2025
Bought (5)
$KKR New buy 5.3% $SPOT New buy 3% $WIX New buy 1.6% $V Added +34.8% $TOST Added +60.9%
Sold (8)
$NSIT Sold out $DIS Trimmed -87% $RKT Trimmed -28.4% $MDB Trimmed -26.2% $LYV Trimmed -24.1% $BLK Trimmed -21.4% $AMZN Trimmed -15% $META Trimmed -12.6%
Dec 2025 vs Sep 2025
Bought (8)
$BLK New buy 10.6% $RKT Added +55.1% $META Added +36.3% $V Added +9.7% $RBLX Added +39.5% $TOST Added +135.9% $SSD Added +21.9% $LYV Added +28.4%
Sold (4)
$COOP Sold out $NSIT Trimmed -46.4% $MDB Trimmed -33.6% $DIS Trimmed -29.9%
Sep 2025 vs Jun 2025
Bought (5)
$TOST New buy 2.1% $META Added +23.3% $V Added +25.8% $RKT Added +67.9% $MDB Added +206.8%
Sold (11)
$RDFN Sold out $CCCS Sold out $EXPE Sold out $CBRE Trimmed -60.2% $LYV Trimmed -27.6% $NSIT Trimmed -20.6% $SSD Trimmed -14.1% $DIS Trimmed -13.7% $LLYVK Trimmed -11.9% $AMZN Trimmed -9.6% $RBLX Trimmed -9.5%
Jun 2025 vs Mar 2025
Bought (9)
$SSD New buy 3.9% $MDB New buy 2.6% $COOP New buy 2.4% $CBRE New buy 1.5% $RDFN New buy 1.2% $CCCS New buy 0.5% $AMZN Added +587.7% $RKT Added +124.8% $LLYVA Added +6.9%
Sold (8)
$TOST Sold out $NU Sold out $EXPE Trimmed -75.1% $RBLX Trimmed -46% $META Trimmed -38.6% $NSIT Trimmed -29.5% $DIS Trimmed -22.5% $V Trimmed -5.2%
Mar 2025 vs Dec 2024
Bought (6)
$RKT New buy 1.8% $NU New buy 0.8% $META Added +379.8% $V Added +251.4% $LLYVK Added +23.2% $LLYVA Added +30.8%
Sold (4)
$TOST Trimmed -69.6% $EXPE Trimmed -44.6% $LYV Trimmed -16.6% $RBLX Trimmed -13.5%
Dec 2024 vs Sep 2024
Bought (2)
$AMZN New buy 2.7% $LLYVK Added +18.5%
Sold (10)
$CRM Trimmed -63% $EXPE Trimmed -61.3% $DIS Trimmed -56% $RBLX Trimmed -50% $NSIT Trimmed -50% $META Trimmed -50% $V Trimmed -50% $LYV Trimmed -47.7% $TOST Trimmed -44.8% $LLYVA Trimmed -5.6%
Sep 2024 vs Jun 2024
Bought (11)
$TOST New buy 5.3% $META New buy 2.9% $LYV New buy 2.7% $V New buy 2.5% $LLYVK New buy 1.7% $LLYVA New buy 0.8% $CRM Added +100% $NSIT Added +100% $DIS Added +143.4% $RBLX Added +781.4% $EXPE Added +52.7%
Sold (5)
$FI Sold out $FLUT Sold out $NYT Sold out $SPOT Sold out $KKR Sold out
Quarter-over-quarter change in disclosed positions.
Holdings Stock Move % of portfolio Quarter-end px Now Since quarter-end VISA INC
Held $343.09 $375.07 +9.3% AMAZON COM INC
Held $238.34 $258.51 +8.5% ROCKET COS INC
Added $15.75 $14.06 -10.7% BLACKROCK INC
Added $961.56 $1122.29 +16.7% META PLATFORMS INC
Held $563.29 $616.77 +9.5% SALESFORCE INC
Held $156.66 $259.23 +65.5% TOAST INC
Added $27.82 $33.95 +22% KKR & CO INC
Added $91.78 $107.73 +17.4% SPOTIFY TECHNOLOGY S A
Added $459.13 $542.43 +18.1% LIBERTY LIVE HOLDINGS INC
Trimmed $105.64 $99.00 -6.3% SIMPSON MFG INC
Trimmed $209.35 $180.97 -13.6% ROBLOX CORP
Trimmed $54.38 $43.31 -20.4% CBRE GROUP INC
Added $134.69 $147.85 +9.8% LIBERTY LIVE HOLDINGS INC
Trimmed $101.26 $95.63 -5.6% MONGODB INC
Trimmed $335.90 $368.74 +9.8% LIVE NATION ENTERTAINMENT IN
Trimmed $183.11 $173.50 -5.2% WIX COM LTD
Held $43.10 $76.21 +76.8% PAYPAY CORP
New buy $14.33 $17.04 +18.9%
Notable sell-outs this quarter: $DIS
Track Mason Morfit between filings 13Fs land once a quarter. We email you when a tracked manager files a Form 4, a 13D stake or a Form 144 notice of sale — days after it happens, not months.
Source: SEC 13F via FMP · holdings as of Jun 2026 · 45-day filing delay. Long equity positions only. Not financial advice.