Fund · Mason Morfit
ValueAct
Constructive activist, board seats over proxy fights.
Copying every 13F the day after it was filed returned 14.1% a year, against 14.3% for SPY over the same 13.2 years and 53 quarters, since Aug 2013. Clone score 54 of 100: Coin flip.
| Manager | Mason Morfit |
| Clone score | 54 / 100 |
| Verdict | Coin flip |
| Copy, a year | 14.1% |
| SPY, a year | 14.3% |
| Edge, a year | −0.2% |
| Latest quarter | Q2 2026 |
| Filed | 14 Aug 2026 |
| 13F value | $5.6B |
| Positions | 18 |
Largest holdings
| Ticker | Name | Weight | Value | Change |
|---|---|---|---|---|
| V | VISA INC | 14.1% | $795M | HOLD |
| AMZN | AMAZON COM INC | 12.4% | $701M | ADD |
| RKT | ROCKET COS INC | 11.6% | $656M | ADD |
| BLK | BLACKROCK INC | 9.9% | $559M | ADD |
| META | META PLATFORMS INC | 9.2% | $516M | HOLD |
| CRM | SALESFORCE INC | 8.3% | $469M | HOLD |
| TOST | TOAST INC | 7.0% | $393M | ADD |
| KKR | KKR & CO INC | 5.8% | $327M | ADD |
| SPOTIFY | SPOTIFY TECHNOLOGY S A | 4.3% | $242M | ADD |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 4.1% | $229M | TRIM |
| SSD | SIMPSON MFG INC | 3.1% | $174M | TRIM |
| RBLX | ROBLOX CORP | 3.0% | $171M | TRIM |
| CBRE | CBRE GROUP INC | 2.4% | $134M | ADD |
| LLYVA | LIBERTY LIVE HOLDINGS INC | 1.4% | $79.5M | TRIM |
| MDB | MONGODB INC | 1.0% | $55.7M | TRIM |