Foyston, Gordon & Payne Inc V — Visa Inc. Class A Shares

Ownership history in Foyston, Gordon & Payne Inc  ·  20 quarters on record

AI Ownership Summary

Foyston, Gordon & Payne Inc reported Visa Inc. Class A Shares (V) in 20 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 1.47% in 2025 Q1. The latest visible filing shows V at 1.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Foyston, Gordon & Payne Inc's position in Visa Inc. Class A Shares, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

V was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Foyston, Gordon & Payne Inc held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 16,107 -2,888 -15.2% 1.16% $5.8M 2026-11-02 $425.51
2026 Q2 REDUCED — — — 18,995 -349 -1.8% 1.39% $6.5M 2026-08-12 $359.42
2026 Q1 ADDED — — — 19,344 +127 +0.7% 1.35% $5.8M 2026-05-11 $322.59
2025 Q4 ADDED — — — 19,217 +2,735 +16.6% 1.47% $6.7M 2026-02-11 $327.95
2025 Q3 REDUCED — — — 16,482 -630 -3.7% 1.23% $5.6M 2025-11-12 $336.86
2025 Q2 ADDED — — — 17,112 +145 +0.9% 1.38% $6.1M 2025-08-13 $339.83
2025 Q1 ADDED — — — 16,967 +209 +1.2% 1.47% $5.9M 2025-05-13 $352.69
2024 Q4 REDUCED — — — 16,758 -22 -0.1% 1.40% $5.3M 2025-02-14 $349.81
2024 Q3 ADDED — — — 16,780 +347 +2.1% 1.15% $4.6M 2024-11-15 $305.62
2024 Q2 ADDED — — — 16,433 +5,254 +47.0% 1.06% $4.3M 2024-07-30 $258.67
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Foyston, Gordon & Payne Inc and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has Foyston, Gordon & Payne Inc reported owning V?

Foyston, Gordon & Payne Inc reported V across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported V position in Foyston, Gordon & Payne Inc's portfolio?

The largest reported portfolio weight for V was 1.47% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q3, when Foyston, Gordon & Payne Inc reported 16,107 shares, equal to 1.16% of portfolio, with an estimated market value of $5.8M.

What does the chart on this V ownership page compare?

The chart compares Foyston, Gordon & Payne Inc's quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Foyston, Gordon & Payne Inc time their V position?

Based on 13F filing dates vs. subsequent V price moves, Foyston, Gordon & Payne Inc correctly timed 9 out of 19 reported position changes (47%). The annualised alpha on V relative to SPY over the holding period was +1.6%.

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