Mastercard Inc. (MA)

Sector:Services
Super Investor Stats:
Ownership count:15
Ownership rank:5
% of all portfolios:0.748%
Hold Price * :$94.79
Portfolio Manager Activity Share change % change to portfolio
Q1  2016
hist Lee Ainslie - Maverick Capital Add 109.36% 2,920 0.01
hist Wallace Weitz - Weitz Value Add 64.67% 97,000 1.21
hist Thomas Gayner - Markel Asset Management Add 0.77% 1,100 0.00
hist Thomas Russo - Gardner Russo & Gardner Add 0.25% 24,176 0.02
hist Chuck Akre - Akre Capital Management Add 0.10% 4,478 0.01
hist John Griffin - Blue Ridge Capital Reduce 0.27% 4,600 0.01
hist Warren Buffett - Berkshire Hathaway Reduce 5.64% 295,000 0.02
hist Stephen Mandel - Lone Pine Capital Reduce 17.46% 1,074,000 0.52
Q4  2015
hist Robert Zagunis - Jensen Add 24.47% 253,000 0.52
hist Thomas Gayner - Markel Asset Management Add 10.47% 13,500 0.04
hist Chuck Akre - Akre Capital Management Add 0.08% 3,899 0.01
hist Thomas Russo - Gardner Russo & Gardner Reduce 2.31% 229,313 0.19
hist Robert Olstein - Olstein Value Reduce 15.87% 10,000 0.15
hist Stephen Mandel - Lone Pine Capital Reduce 26.29% 2,193,308 0.95
hist Jean-Marie Eveillard - First Eagle U.S. Value Reduce 30.54% 60,616 0.32
Q3  2015
hist Thomas Gayner - Markel Asset Management Add 10.26% 12,000 0.03
hist Chuck Akre - Akre Capital Management Add 8.69% 376,339 0.80
hist Robert Zagunis - Jensen Buy 1,034,000 2.05
hist David Poppe - Sequoia Reduce 0.00% 143 0.00
hist Thomas Russo - Gardner Russo & Gardner Reduce 1.01% 101,568 0.08
hist Jean-Marie Eveillard - First Eagle U.S. Value Reduce 3.60% 7,417 0.04
hist Robert Olstein - Olstein Value Reduce 5.97% 4,000 0.06
hist Lee Ainslie - Maverick Capital Reduce 7.93% 230 0.00
hist Stephen Mandel - Lone Pine Capital Reduce 14.22% 1,382,737 0.56
hist Bill Nygren - Oakmark Select Reduce 17.34% 645,000 1.14
Q2  2015
hist Thomas Gayner - Markel Asset Management Add 10.38% 11,000 0.03
hist Chuck Akre - Akre Capital Management Add 0.25% 10,968 0.03
hist Thomas Russo - Gardner Russo & Gardner Add 0.12% 11,686 0.01
hist Jean-Marie Eveillard - First Eagle U.S. Value Reduce 6.47% 14,246 0.07
hist Stephen Mandel - Lone Pine Capital Reduce 25.03% 3,247,021 1.35

* "Hold Price" is the term we use to indicate the price at which our Super Investors are comfortable owning a security. It is the price of the security as of the portfolio date (usually quarter end). It's a reasonable indicator of a stock's undervaluation at that price, otherwise it would have been sold. We only provide this value when a security is owned by at least two Super Investors. In the case of reporting dates being different, we calculate a weighted average price.