ValueAct Capital (Mason Morfit)'s DIS Position Overview
ValueAct Capital (Mason Morfit) (via Valueact Holdings, L.P.) currently holds 4.39 M shares of The Walt Disney Company (DIS) worth $502.88 M, representing 8.48% of the portfolio. First purchased in 2023-Q4, this short-term holding has been held for 8 quarters.
Based on 13F filings, ValueAct Capital (Mason Morfit) has maintained this position in DIS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2024, adding 1.33 M shares. Largest reduction occurred in Q2 2025, reducing 1.48 M shares.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital (Mason Morfit)'s The Walt Disney Company (DIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Walt Disney Company (DIS) Trades by ValueAct Capital (Mason Morfit)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2023 | +5.09 M | New Buy | 5.09 M | $90.29 |
| Q1 2024 | +332,300 | Add 6.53% | 5.42 M | $122.36 |
| Q2 2024 | +715,000 | Add 13.20% | 6.13 M | $99.29 |
| Q3 2024 | +1.33 M | Add 21.70% | 7.46 M | $96.19 |
| Q4 2024 | -898,800 | Reduce 12.04% | 6.57 M | $111.35 |
| Q2 2025 | -1.48 M | Reduce 22.52% | 5.09 M | $124.01 |
| Q3 2025 | -695,700 | Reduce 13.67% | 4.39 M | $114.50 |
ValueAct Capital (Mason Morfit)'s The Walt Disney Company Investment FAQs
ValueAct Capital (Mason Morfit) first purchased The Walt Disney Company (DIS) in Q4 2023, acquiring 5,086,331 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital (Mason Morfit) has held The Walt Disney Company (DIS) for 8 quarters since Q4 2023.
ValueAct Capital (Mason Morfit)'s largest addition to The Walt Disney Company (DIS) was in Q4 2023, adding 5,086,331 shares worth $459.24 M.
According to the latest 13F filing for Q3 2025, ValueAct Capital (Mason Morfit)'s firm, Valueact Holdings, L.P., owns 4,391,931 shares of The Walt Disney Company (DIS), valued at approximately $502.88 M.
As of the Q3 2025 filing, The Walt Disney Company (DIS) represents approximately 8.48% of ValueAct Capital (Mason Morfit)'s publicly disclosed stock portfolio, making it one of their key holdings.
ValueAct Capital (Mason Morfit)'s peak holding in The Walt Disney Company (DIS) was 7,464,831 shares, as reported at the end of Q3 2024.