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SmartMoneyDB

Real-time insider trading signals and institutional investor tracking powered by SEC Form 4 and 13F filings.

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Main Features

Insider Signals
Stock Research
Fund Holdings
Sector Allocation
Research & Backtests
Top Managers

13F Data & Legal

Largest Trades (13F)
Activity (13F)
SEC EDGAR Source →
Data delayed up to 45 days from quarter end.

AI Analysis

Analyst Take

Major fund pages carry a quarterly AI-written analysis of the filing — key moves, concentration, sector tilts and how the clone portfolio has performed.

Not investment advice. Past holdings do not predict future returns.

Mason Morfit 13F Holdings | ValueAct Holdings, L.P. Portfolio Q2 2026

Mason Morfit

CEO & CIO, ValueAct Capital

ActivistAUM $5.63BPositions 18Q2 2026

🏆 Clone Portfolio Track Record

Rank #45 of 69 by 3-year alpha vs SPY · mechanically replicating this book, rebalanced at filing dates

A strong clone record is a track record, not a forecast — tested across a decade it doesn't reliably repeat. See what actually holds up →

Mason Morfit leads ValueAct Capital, a constructive activist that takes concentrated stakes in a handful of companies and works with management — often from a board seat — to improve strategy and capital allocation.