Mastercard Inc. (MA)

Sector:Services
Super Investor Stats:
Ownership count:15
Ownership rank:7
% of all portfolios:0.883%
Hold Price * :$149.79
History Portfolio Manager Activity Share change % change to portfolio
Q4  2017
Lee Ainslie - Maverick Capital Add 170.21% 28,000 0.05
Chuck Akre - Akre Capital Management Add 0.07% 3,973 0.01
Thomas Russo - Gardner Russo & Gardner Reduce 3.74% 355,480 0.37
Bill Nygren - Oakmark Select Reduce 5.10% 100,000 0.25
Tweedy Browne Co. - Tweedy Browne Value Reduce 11.74% 11,970 0.36
Wallace Weitz - Weitz Value Reduce 12.24% 30,000 0.65
Robert Olstein - Olstein Capital Management Reduce 12.27% 4,615 0.09
Stephen Mandel - Lone Pine Capital Reduce 25.06% 1,124,702 0.89
John Griffin - Blue Ridge Capital Reduce 32.17% 218,172 1.10
Q3  2017
Lee Ainslie - Maverick Capital Add 16.09% 2,280 0.00
Thomas Gayner - Markel Asset Management Add 5.81% 10,000 0.03
Chuck Akre - Akre Capital Management Reduce 0.38% 20,315 0.04
Thomas Russo - Gardner Russo & Gardner Reduce 0.60% 56,917 0.06
Stephen Mandel - Lone Pine Capital Reduce 3.32% 154,000 0.11
Wallace Weitz - Weitz Value Reduce 11.87% 33,000 0.67
Bill Nygren - Oakmark Select Reduce 13.28% 300,000 0.71
Ruane, Cunniff & Goldfarb - Sequoia Reduce 14.93% 399,275 1.49
John Griffin - Blue Ridge Capital Reduce 23.16% 204,430 0.52
Robert Olstein - Olstein Capital Management Reduce 23.23% 11,385 0.21
Q2  2017
Lee Ainslie - Maverick Capital Add 136.56% 8,180 0.01
Thomas Gayner - Markel Asset Management Add 8.17% 13,000 0.03
Thomas Russo - Gardner Russo & Gardner Add 0.35% 33,159 0.03
Chuck Akre - Akre Capital Management Add 0.30% 16,216 0.03
Stephen Mandel - Lone Pine Capital Buy 4,641,369 2.87
Bill Nygren - Oakmark Select Reduce 4.24% 100,000 0.22
John Griffin - Blue Ridge Capital Reduce 47.50% 798,400 1.70
Q1  2017
Chuck Akre - Akre Capital Management Add 13.35% 627,792 1.17
Thomas Gayner - Markel Asset Management Add 5.29% 8,000 0.02
John Griffin - Blue Ridge Capital Add 0.17% 2,800 0.00
Thomas Russo - Gardner Russo & Gardner Reduce 0.81% 77,668 0.07

* "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.