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Person

Mason Morfit

Featured portfolio

ValueAct Capital — latest disclosed US 13F book.

Quarter
Q1 2026
Positions
18
Portfolio value
$5,712,466,529

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Linked portfolios

Each portfolio is a separate legal or operational book — we keep them distinct so unlike disclosures are never summed together.

ValueAct Capital

Quarter
Q1 2026
Value
$5.7B

Featured portfolio

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