ValueAct (Mason Morfit)

A cooperative activist: large stakes and a board seat.

What Mason Morfit held at Q2 2026: 18 positions, the largest V +14.1 %, AMZN +12.4 %, RKT +11.6 %, BLK +9.9 %, META +9.2 %. Changes against the quarter before.

• V – +14.1 %
• AMZN – +12.4 %
• RKT – +11.6 %
• BLK – +9.9 %
• META – +9.2 %
• CRM – +8.3 %
• TOST – +7.0 %
• KKR – +5.8 %
• SPOT – +4.3 %
• LLYVK – +4.1 %
• SSD – +3.1 %
• RBLX – +3.0 %
• CBRE – +2.4 %
• LLYVA – +1.4 %
• MDB – +1.0 %
• LYV – +1.0 %
• WIX – +0.8 %
• PAYP – +0.5 %