MA — MASTERCARD INCORPORATED

Ownership history in David J Yvars Group  ·  7 quarters on record

This page tracks every 13F SEC filing in which David J Yvars Group reported a position in MASTERCARD INCORPORATED (MA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.5% (2020 Q4)
Avg. % of fund
0.33%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 412 — 0% 0.13% $235K $567.21
2025 Q2 ADDED 412 +28 +7.3% 0.14% $232K $559.60
2021 Q4 REDUCED 384 -1,707 -81.6% 0.24% $406K $350.48
2021 Q3 UNCHANGED 2,091 — 0% 0.43% $739K $338.69
2021 Q2 UNCHANGED 2,091 — 0% 0.43% $766K $355.24
2021 Q1 ADDED 2,091 +1 +0.0% 0.48% $747K $346.03
2020 Q4 INITIATED 2,090 — — 0.50% $745K $346.45
% of Fund (quarterly)    MA price (monthly, adj. close)

Other funds also holding MA

As of 2025 Q4 — sorted by position size

RIVULET CAPITAL, LLC 3Y 7Y 50.66% SANTA MONICA PARTNERS LP 3Y 7Y 35.37% FARLEY CAPITAL L.P. 3Y 7Y 25.74% 14B Captial Management LP 19.53% Valley Forge Capital Management, LP 3Y 7Y 19.25% AKRE CAPITAL MANAGEMENT LLC 3Y 7Y 18.81% Settian Capital LP 3Y 15.95% Aquamarine Zurich AG 3Y 15.48% Bluegrass Capital Partners LP 3Y 13.98% HILLMAN CO 3Y 7Y 13.71%
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