GB Meka
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Activist style

Mason Morfit

ValueAct Capital · Takes a big stake, then pushes the company to change

13F report Q2 2026Filed with the SEC on 2026-08-14
Portfolio value (US stocks)
$5.6B
Stocks held
18
New / Added
1 / 6
Trimmed / Sold out
6 / 1

Top 5 holdings: V 14.1%, AMZN 12.4%, RKT 11.6%, BLK 9.9%, META 9.2%

Holdings in or near the buy zone today

From stocks Mason Morfit holds · latest close

See all
VNear buy zone

VISA INC

$359.33
▼ 1.8%

Near the buy zone — 0.2% above the first entry · 4 whales recently bought · Long-term uptrend

Buy zone
341.4–358.7
First target
373.3
Stop-loss
336.0
CHMMCAAH
Chris Hohn, Mason Morfit +17Whale score 65
SSDNear buy zone

SIMPSON MFG INC

$170.88
▼ 1.8%

Near the buy zone — 0.7% above the first entry · 1 whale recently bought

Buy zone
160.5–169.7
First target
185.0
Stop-loss
157.1
MMJGB
Mason Morfit, Joel Greenblatt +1
CBRENear buy zone

CBRE GROUP INC

$128.47
▼ 1.8%

Near the buy zone — 1.9% above the first entry · 3 whales recently bought · Long-term downtrend — be careful

Buy zone
115.8–126.1
First target
138.1
Stop-loss
111.9
MMBNJGB
Mason Morfit, Bill Nygren +3Whale score 22
LYVNear buy zone

LIVE NATION ENTERTAINMENT IN

$169.30
▼ 1.0%

Near the buy zone — 1.9% above the first entry · 1 whale recently bought · Long-term uptrend

Buy zone
158.9–166.1
First target
176.9
Stop-loss
155.1
DLMMMGJG
Dan Loeb, Mason Morfit +2

Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated

Trades in Q2 2026

Compared with the previous quarter's report

PAYP

PAYPAY CORP

$31M
0.5% of portfolio

All holdings

Weight = value of that stock ÷ total value of US stocks in the report

VHeldNear buy zone

VISA INC · Financial Services

14.1%
$795M
Since report +4.9%
AMZNHeld

AMAZON COM INC · Consumer Cyclical

12.4%
$701M
Since report +4.5%
RKTAdded

ROCKET COS INC · Financial Services · shares +48%

11.6%
$656M
Since report -26.9%
BLKAdded

BLACKROCK INC · Financial Services · shares +7%

9.9%
$559M
Since report +10.6%
METAHeld

META PLATFORMS INC · Communication Services

9.2%
$516M
Since report +28.8%
CRMHeldNear target

SALESFORCE INC · Technology

8.3%
$469M
Since report +46.8%
TOSTAdded

TOAST INC · Technology · shares +10%

7.0%
$393M
Since report +4.2%
KKRAdded

KKR & CO INC · Financial Services · shares +8%

5.8%
$327M
Since report -0.3%
SPOTIFY TECHNOLOGY S AAdded

SPOTIFY TECHNOLOGY S A · shares +47%

4.3%
$242M
LLYVKTrimmed

LIBERTY LIVE HOLDINGS INC · shares -39%

4.1%
$229M
SSDTrimmedNear buy zone

SIMPSON MFG INC · Basic Materials · shares -41%

3.1%
$174M
Since report -18.3%
RBLXTrimmed

ROBLOX CORP · Communication Services · shares -46%

3.0%
$171M
Since report -22.1%
CBREAddedNear buy zone

CBRE GROUP INC · Real Estate · shares +323%

2.4%
$134M
Since report -4.6%
LLYVATrimmed

LIBERTY LIVE HOLDINGS INC · shares -56%

1.4%
$80M
MDBTrimmed

MONGODB INC · Technology · shares -84%

1.0%
$56M
Since report +3.8%
LYVTrimmedNear buy zone

LIVE NATION ENTERTAINMENT IN · Communication Services · shares -52%

1.0%
$55M
Since report -7.5%
WIX COM LTDHeld

WIX COM LTD

0.8%
$47M
PAYPNew buy

PAYPAY CORP · Technology

0.5%
$31M
Since report +9.6%

Portfolio value over time

Each quarter per the 13F report (value at quarter end)

Latest $5.6B

Q1 202514 stocks
Q2 202518 stocks
Q3 202516 stocks
Q4 202516 stocks
Q1 202618 stocks
Q2 202618 stocks
Top holdings’ weight over time
QuarterVAMZNRKTBLKMETA
Q2 202614.1%12.4%11.6%9.9%9.2%
Q1 202612.3%10.5%7.0%9.2%9.2%
Q4 20258.6%11.2%10.9%10.6%9.8%
Q3 20259.0%13.0%8.3%–9.5%
Q2 20257.9%15.2%3.8%–8.2%
Q1 202510.0%2.3%1.8%–12.8%

Sector breakdown

Financial Services
41.5%
Technology
16.8%
Communication Services
13.2%
Consumer Cyclical
12.4%
Other / funds / unknown
10.6%
Basic Materials
3.1%
Real Estate
2.4%

Other whales

Alex SacerdoteAndreas HalvorsenBarry RosensteinBill AckmanBill GatesBill MillerBill NygrenBrad GerstnerBridgewaterCarl IcahnCathie WoodChase ColemanChris BloomstranChris HohnChuck AkreDan LoebDan SundheimDavid AbramsDavid EinhornDavid TepperDev KantesariaDuan YongpingFrancois RochonGeorge SorosGlenn GreenbergHenry EllenbogenHoward MarksJeff SmithJoel GreenblattLee AinslieLi LuMario GabelliMichael BurryMohnish PabraiNelson PeltzNick TrainPaul SingerPhilippe LaffontPrem WatsaRuane CunniffSeth KlarmanStanley DruckenmillerStephen MandelTerry SmithTom GaynerTom RussoWarren Buffett

13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice