ValueAct Capital (Mason Morfit)'s RDFN Position Overview
ValueAct Capital (Mason Morfit) (via Valueact Holdings, L.P.) currently holds 5.81 M shares of Redfin Corporation (RDFN) worth $0, representing 0.00% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, ValueAct Capital (Mason Morfit) has initiated a new position in RDFN, representing a fresh investment thesis on this company.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital (Mason Morfit)'s Redfin Corporation (RDFN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Redfin Corporation (RDFN) Trades by ValueAct Capital (Mason Morfit)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +5.81 M | New Buy | 5.81 M | $11.19 |
| Q3 2025 | -5.81 M | Sold Out | 5.81 M | $11.19 |
ValueAct Capital (Mason Morfit)'s Redfin Corporation Investment FAQs
ValueAct Capital (Mason Morfit) first purchased Redfin Corporation (RDFN) in Q2 2025, acquiring 5,805,600 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 Redfin Corporation (RDFN) for 2 quarters since Q2 2025.
ValueAct Capital (Mason Morfit)'s largest addition to Redfin Corporation (RDFN) was in Q2 2025, adding 5,805,600 shares worth $64.96 M.
According to the latest 13F filing for Q3 2025, ValueAct Capital (Mason Morfit)'s firm, Valueact Holdings, L.P., owns 5,805,600 shares of Redfin Corporation (RDFN), valued at approximately $0.
As of the Q3 2025 filing, Redfin Corporation (RDFN) represents approximately 0.00% 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 Redfin Corporation (RDFN) was 5,805,600 shares, as reported at the end of Q2 2025.