ValueAct Capital (Mason Morfit)'s RKT Position Overview
ValueAct Capital (Mason Morfit) (via Valueact Holdings, L.P.) currently holds 25.4 M shares of Rocket Companies, Inc. (RKT) worth $492.17 M, representing 8.30% of the portfolio. First purchased in 2022-Q2, this short-term holding has been held for 6 quarters.
Based on 13F filings, ValueAct Capital (Mason Morfit) has maintained this position in RKT for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 10.27 M shares. Largest reduction occurred in Q4 2022, reducing 1.3 M shares.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital (Mason Morfit)'s Rocket Companies (RKT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Rocket Companies (RKT) Trades by ValueAct Capital (Mason Morfit)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2022 | +2 M | New Buy | 2 M | $7.36 |
| Q3 2022 | -703,973 | Reduce 35.20% | 1.3 M | $6.32 |
| Q4 2022 | -1.3 M | Sold Out | 0 | $0.00 |
| Q1 2025 | +6.73 M | New Buy | 6.73 M | $12.07 |
| Q2 2025 | +8.4 M | Add 124.80% | 15.13 M | $14.18 |
| Q3 2025 | +10.27 M | Add 67.90% | 25.4 M | $19.38 |
ValueAct Capital (Mason Morfit)'s Rocket Companies Investment FAQs
ValueAct Capital (Mason Morfit) first purchased Rocket Companies, Inc. (RKT) in Q2 2022, acquiring 2,000,000 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 Rocket Companies, Inc. (RKT) for 6 quarters since Q2 2022.
ValueAct Capital (Mason Morfit)'s largest addition to Rocket Companies, Inc. (RKT) was in Q3 2025, adding 25,395,627 shares worth $492.17 M.
According to the latest 13F filing for Q3 2025, ValueAct Capital (Mason Morfit)'s firm, Valueact Holdings, L.P., owns 25,395,627 shares of Rocket Companies, Inc. (RKT), valued at approximately $492.17 M.
As of the Q3 2025 filing, Rocket Companies, Inc. (RKT) represents approximately 8.30% 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 Rocket Companies, Inc. (RKT) was 25,395,627 shares, as reported at the end of Q3 2025.