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Mason Morfit’s cannibal stocks

ValueAct Holdings · 13F for Q2 2026

2cannibals held
$649.5Min these positions
Q2 2026latest 13F filing

Meta Platforms

METAUnchanged
$515.8M915,674 shares

Meta Platforms has retired 12.2% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

Cbre Group

CBREAdded
$133.7M992,391 shares

Cbre Group retired 2.7% of its shares in twelve months, so this stake grew 2.8% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.

Questions

Which cannibal stocks does Mason Morfit own?

In the Q2 2026 13F, ValueAct Holdings held META, CBRE. 2 of them are on the Buyback Radar leaderboard.

Where does this data come from?

From ValueAct Holdings's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.

How do buybacks help Mason Morfit?

Cbre Group retired 2.7% of its shares in the last twelve months. That alone made every remaining share, including Mason Morfit's 992,391, 2.8% bigger as a slice of the company, without buying anything.

Mason Morfit’s moves in companies like these are covered on Cannibal Stocks.

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