Mason Morfit
Net sellingValueAct Holdings, L.P. — managed by Mason Morfit; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR
ValueAct Holdings, L.P.'s most recent 13F filing, for the quarter ended 2026-03-31, reports 18 positions worth $5.71B. The top 5 holdings represent 51% of that value, a moderately concentrated portfolio.
The single largest position is Visa Inc at 12.3% of the portfolio, followed by Amazon Com Inc at 10.5% and Salesforce Inc at 9.8%.
Against the prior quarter, Mason Morfit opened 3 new positions, exited 1, added to 2, and trimmed 11. The largest new buy was Kkr & Co Inc. The most notable sale was the full exit from Insight Enterprises Inc.
Across all 8 quarters on file, Salesforce Inc has appeared in every filing, as has Roblox Corp. Salesforce Inc currently ranks third by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
None of Mason Morfit's tracked holdings are in the strike zone right now.
Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.
Next · is it cheap
Mason Morfit has no positions in the strike zone right now.
Browse the whole market by value band- Value$700.1MValuation—Holders26Weight (prev→now)8.6% → 12.3% ▲
- Value$600.8MValuationAbove valueHolders31Weight (prev→now)11.2% → 10.5% ▼
- Value$559.0MValuationAbove valueHolders8Weight (prev→now)11.3% → 9.8%
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- Value$341.9MValuation—Holders2Weight (prev→now)4.1% → 6.0% ▲
- Value$335.1MValuation—Holders3Weight (prev→now)4.3% → 5.9% ▼
- Value$330.8MValuation—Holders4Weight (prev→now)6.9% → 5.8% ▼
- Value$303.4MValuation—Holders6Weight (prev→now)New · 5.3%
- Value$254.0MValuation—Holders2Weight (prev→now)8.4% → 4.4% ▼
- Value$239.9MValuationAbove valueHolders2Weight (prev→now)3.4% → 4.2% ▼
- Value$173.8MValuation—Holders9Weight (prev→now)New · 3.0%
- Value$162.9MValuation—Holders2Weight (prev→now)2.1% → 2.9% ▼
- Value$95.3MValuationAbove valueHolders8Weight (prev→now)1.7% → 1.7% ▼
- Value$94.1MValuation—Holders3Weight (prev→now)New · 1.6%
- Value$38.6MValuationAbove valueHolders20Weight (prev→now)5.0% → 0.7% ▼
- Value$31.8MValuationAbove valueHolders7Weight (prev→now)0.5% → 0.6%
Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15
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