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ValueAct Capital Reshapes Portfolio with Key Investments in 2025
15 Nov
Summary
- ValueAct Capital adds Toast Inc. with 3.4M shares worth $124M
- Increases stake in MongoDB Inc. by 206.76% to 2.1M shares
- Exits positions in Redfin and Expedia
As of November 15, 2025, investment firm ValueAct Capital has revealed its strategic portfolio moves in the third quarter of the year. The firm, known for its long-term investment approach, has made several notable adjustments to its holdings.
The most significant addition to ValueAct's portfolio was a new position in Toast Inc. (NYSE:TOST), with the firm acquiring 3,397,200 shares worth $124.03 million, accounting for 2.09% of its total portfolio.
Additionally, ValueAct substantially increased its stake in MongoDB Inc. (NASDAQ:MDB), adding 1,427,700 shares to bring its total holding to 2,118,200 shares. This 206.76% increase in share count represents a 4.17% impact on the firm's current portfolio, valued at $367,192,780.
The firm also boosted its position in Rocket Companies Inc. (NYSE:RKT), adding 10,270,018 shares to bring its total to 25,395,627 shares, a 67.9% increase.
On the other hand, ValueAct completely exited its positions in Redfin Corp. (RDFN) and Expedia Group Inc. (NASDAQ:EXPE), selling all 5,805,600 and 278,356 shares, respectively. These moves had a -1.16% and -0.84% impact on the firm's portfolio.
Overall, ValueAct Capital's strategic adjustments in the third quarter of 2025 demonstrate its continued focus on long-term value creation and its willingness to make bold moves to reshape its investment portfolio.
