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ValueAct Capital (Mason Morfit)’s V Holdings & Trades

First Buy
Q3 2024
Duration Held
5 Quarters
Largest Add
Q1 2025
+939,350 Shares
Current Position
1.57 M Shares
$534.55 M Value

ValueAct Capital (Mason Morfit)'s V Position Overview

ValueAct Capital (Mason Morfit) (via Valueact Holdings, L.P.) currently holds 1.57 M shares of Visa Inc. (V) worth $534.55 M, representing 9.01% 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 V for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 939,350 shares. Largest reduction occurred in Q2 2025, reducing 68,000 shares.

Analysis based on 13F filings available since 2013 Q2

ValueAct Capital (Mason Morfit)'s Visa (V) Holding Value Over Time

Track share changes against reported price movement

Quarterly Visa (V) Trades by ValueAct Capital (Mason Morfit)

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2024 +373,600 New Buy 373,600 $274.95
Q1 2025 +939,350 Add 251.43% 1.31 M $350.46
Q2 2025 -68,000 Reduce 5.18% 1.24 M $355.05
Q3 2025 +320,900 Add 25.78% 1.57 M $341.38

ValueAct Capital (Mason Morfit)'s Visa Investment FAQs

ValueAct Capital (Mason Morfit) first purchased Visa Inc. (V) in Q3 2024, acquiring 373,600 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 Visa Inc. (V) for 5 quarters since Q3 2024.

ValueAct Capital (Mason Morfit)'s largest addition to Visa Inc. (V) was in Q1 2025, adding 1,312,950 shares worth $460.14 M.

According to the latest 13F filing for Q3 2025, ValueAct Capital (Mason Morfit)'s firm, Valueact Holdings, L.P., owns 1,565,850 shares of Visa Inc. (V), valued at approximately $534.55 M.

As of the Q3 2025 filing, Visa Inc. (V) represents approximately 9.01% 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 Visa Inc. (V) was 1,565,850 shares, as reported at the end of Q3 2025.