ValueAct Capital — Mason Morfit | Fund Consensus← Back to FundsValueAct Capital
Managed by Mason Morfit
Portfolio Value: $7.0B
Holdings: 16
Quarter: 2025-Q4
2024-Q3
-1,103,759 shares (closed) -1,207,208 shares (closed) TOST
TOAST INC
+3,397,200 shares
-5,805,600 shares (closed) -2,881,800 shares (closed) DIS
DISNEY WALT CO
-1,478,400 shares
-2,597,200 shares (closed) -3,416,200 shares (closed) RKT
ROCKET COS INC
+6,728,509 shares
+46,816 shares
-806,962 shares
-1,344,392 shares (closed)