Great investors · Mason Morfit · Q1 2026
What Mason Morfit bought and sold in Q1 2026
ValueAct 13F portfolio as of Mar 31, 2026: 18 positions worth $5.7 bn. Largest: V, AMZN, CRM, BLK. Filed with the SEC on May 15, 2026.
The 13F is filed by ValueAct, not by Mason Morfit personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q1 2026
- NewKKRKKR+4.3 pp
- IncreasedVisaV+2.6 pp
- NewSpotify TechnologySPOT+2.5 pp
- IncreasedToastTOST+1.8 pp
- NewWIXWIX+1.3 pp
Sells in Q1 2026
- ReducedWalt DisneyDIS−3.7 pp
- ReducedRocket CompaniesRKT−2.3 pp
- ReducedBlackRockBLK−2.0 pp
- ReducedAmazon.comAMZN−1.5 pp
- Sold outInsight EnterprisesNSIT−1.4 pp
- ReducedMongodbMDB−1.3 pp
- ReducedMeta PlatformsMETA−1.1 pp
12 companies with material moves, out of 17 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
ValueAct's Q1 2026 13F lists 18 lines of US-listed securities worth $5.7 bn; the largest is V at 12.3% of the portfolio. It was accepted by the SEC on May 15, 2026 at 4:27 PM ET.
Against the previous quarter, it opened 3 positions (KKR, SPOT and WIX), closed 1 (NSIT), added to 2 (V and TOST) and trimmed 11 (RKT, BLK, AMZN and MDB and 7 more). 2 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Visa V | 2.3 M | $700M | 12.3% | +35% |
| 2 | Amazon.com AMZN | 2.9 M | $601M | 10.5% | −15% |
| 3 | Salesforce CRM | 3.0 M | $559M | 9.79% | no change |
| 4 | BlackRock BLK | 546,100 | $525M | 9.19% | −21% |
| 5 | Meta Platforms META | 915,674 | $524M | 9.17% | −13% |
| 6 | Rocket Companies RKT | 28.2 M | $402M | 7.04% | −28% |
| 7 | Toast TOST | 12.9 M | $342M | 5.98% | +61% |
| 8 | Liberty Live Holdings LLYVK | 3.6 M | $335M | 5.87% | −1.2% |
| 9 | Roblox RBLX | 5.8 M | $331M | 5.79% | −2.1% |
| 10 | KKR KKR | 3.3 M | $303M | 5.31% | new |
| 11 | Mongodb MDB | 1.0 M | $254M | 4.45% | −26% |
| 12 | Simpson Manufacturing SSD | 1.4 M | $240M | 4.20% | −5% |
| 13 | Spotify Technology SPOT | 358,500 | $174M | 3.04% | new |
| 14 | Liberty Live Holdings LLYVA | 1.8 M | $163M | 2.85% | −1.2% |
| 15 | Live Nation Entertainment LYV | 624,666 | $95.3M | 1.67% | −24% |
| 16 | WIX WIX | 1.1 M | $94.1M | 1.65% | new |
| 17 | Walt Disney DIS | 400,231 | $38.6M | 0.68% | −87% |
| 18 | CBRE Group CBRE | 234,591 | $31.8M | 0.56% | no change |
Positions it closed (1)
- Insight Enterprises NSITwas 1.41% · 1.2 M shares
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.