MA β€” MASTERCARD INC

Ownership history in Westhampton Capital, LLC  Β·  27 quarters on record

This page tracks every 13F SEC filing in which Westhampton Capital, LLC reported a position in MASTERCARD INC (MA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.29% (2025 Q1)
πŸ“Š Avg. % of fund
1.02%
πŸ“… First filed
2019 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
27

Position Intelligence

Westhampton Capital, LLC Γ— MA AI Analytics

πŸ“‰ Westhampton Capital, LLC underperformed the S&P 500 by –2.2% annually on this MA position. Timing score: 55% (12/22 decisions correct). Average cost basis: $365.61. Maximum drawdown during holding period: –21.6%.

πŸ“ˆ Position Alpha vs SPY
-2.2%
annualised excess return

⚠️ Trailed SPY by 2.2% ann. on this position.
25 quarters analyzed

⏱️ Timing Score
55%

βœ… Decent timing β€” more right than wrong on entries and exits.
12 of 22 add/trim decisions correct

πŸ’° Entry Quality
$365.61
+55.9% vs current ($570.02)

Best entry: $278.52 (2022 Q3)  Β·  Worst: $567.21 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–21.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
75%
buy-side decisions

18 adds Β· 6 trims. Bought during 3 of 7 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.17% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,337 -4 -0.1% 1.17% $2.5M $570.02
2025 Q3 ADDED 4,341 +13 +0.3% 1.20% $2.5M $567.21
2025 Q2 ADDED 4,328 +23 +0.5% 1.26% $2.4M $559.60
2025 Q1 REDUCED 4,305 -52 -1.2% 1.29% $2.4M $544.97
2024 Q4 ADDED 4,357 +10 +0.2% 1.17% $2.3M $522.78
2024 Q3 ADDED 4,347 +10 +0.2% 1.09% $2.1M $489.59
2024 Q2 UNCHANGED 4,337 β€” 0% 1.04% $1.9M $436.75
2024 Q1 ADDED 4,337 +50 +1.2% 1.14% $2.1M $476.10
2023 Q4 REDUCED 4,287 -18 -0.4% 1.09% $1.8M $421.00
2023 Q3 ADDED 4,305 +135 +3.2% 1.10% $1.7M $390.23
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
← Back to Westhampton Capital, LLC Holdings