ValueAct Capital (Mason Morfit)'s LYV Position Overview
ValueAct Capital (Mason Morfit) (via Valueact Holdings, L.P.) currently holds 640,866 shares of Live Nation Entertainment, Inc. (LYV) worth $104.72 M, representing 1.77% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, ValueAct Capital (Mason Morfit) has maintained this position in LYV for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 46,816 shares. Largest reduction occurred in Q3 2025, reducing 244,400 shares.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital (Mason Morfit)'s Live Nation Entertainment (LYV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Live Nation Entertainment (LYV) Trades by ValueAct Capital (Mason Morfit)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2024 | +1.01 M | New Buy | 1.01 M | $109.49 |
| Q4 2024 | +46,816 | Add 4.61% | 1.06 M | $129.50 |
| Q1 2025 | -176,200 | Reduce 16.60% | 885,266 | $130.58 |
| Q3 2025 | -244,400 | Reduce 27.61% | 640,866 | $163.40 |
ValueAct Capital (Mason Morfit)'s Live Nation Entertainment Investment FAQs
ValueAct Capital (Mason Morfit) first purchased Live Nation Entertainment, Inc. (LYV) in Q3 2024, acquiring 1,014,650 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 Live Nation Entertainment, Inc. (LYV) for 5 quarters since Q3 2024.
ValueAct Capital (Mason Morfit)'s largest addition to Live Nation Entertainment, Inc. (LYV) was in Q3 2024, adding 1,014,650 shares worth $111.09 M.
According to the latest 13F filing for Q3 2025, ValueAct Capital (Mason Morfit)'s firm, Valueact Holdings, L.P., owns 640,866 shares of Live Nation Entertainment, Inc. (LYV), valued at approximately $104.72 M.
As of the Q3 2025 filing, Live Nation Entertainment, Inc. (LYV) represents approximately 1.77% 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 Live Nation Entertainment, Inc. (LYV) was 1,061,466 shares, as reported at the end of Q4 2024.