Filed: 2/17/2026ACC: 0002104888-26-000001
📋 What this filing means
MFF CAPITAL INVESTMENTS LTD filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $1.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$1.63B
Total AUM (reported)
7.93M
Total Shares
Allocation by class
COM$924.06M56.6%
CL A$314.81M19.3%
CAP STK CL A$175.10M10.7%
COM CL A$167.61M10.3%
COM NEW$27.31M1.7%
CAP STK CL C$23.32M1.4%
Portfolio Concentration
Top 3$523.74M32.1%
4–10$870.01M53.3%
11–25$238.45M14.6%
Top 3 weight
32.1%
Top 10 weight
85.4%
Voting Authority Distribution
Total shares with voting rights: 7.93M
Sole
Full voting authority
7.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
MASTERCARD INCORPORATED
SOLEShares317.12K
TypeSH
Market value$181.04M
11.09%
Sole
317.12K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares559.43K
TypeSH
Market value$175.10M
10.73%
Sole
559.43K
Shared
0.00
None
0.00
VISA INC
SOLEShares477.90K
TypeSH
Market value$167.61M
10.27%
Sole
477.90K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares2.82M
TypeSH
Market value$154.86M
9.49%
Sole
2.82M
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares389.31K
TypeSH
Market value$144.02M
8.82%
Sole
389.31K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares202.66K
TypeSH
Market value$133.77M
8.20%
Sole
202.66K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares555.44K
TypeSH
Market value$128.21M
7.85%
Sole
555.44K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares325.43K
TypeSH
Market value$111.98M
6.86%
Sole
325.43K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares217.05K
TypeSH
Market value$104.97M
6.43%
Sole
217.05K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares279.31K
TypeSH
Market value$92.20M
5.65%
Sole
279.31K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares286.83K
TypeSH
Market value$69.17M
4.24%
Sole
286.83K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares261.80K
TypeSH
Market value$40.35M
2.47%
Sole
261.80K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares298.71K
TypeSH
Market value$38.08M
2.33%
Sole
298.71K
Shared
0.00
None
0.00
US BANCORP DEL
SOLEShares511.74K
TypeSH
Market value$27.31M
1.67%
Sole
511.74K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares307.93K
TypeSH
Market value$24.44M
1.50%
Sole
307.93K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares74.31K
TypeSH
Market value$23.32M
1.43%
Sole
74.31K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares27.30K
TypeSH
Market value$12.75M
0.78%
Sole
27.30K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares11.18K
TypeSH
Market value$1.81M
0.11%
Sole
11.18K
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares11.85K
TypeSH
Market value$1.22M
0.07%
Sole
11.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTERCARD INCORPORATEDSOLE | CL A | 317.12K | SH | $181.04M 11.09% | 317.12K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 559.43K | SH | $175.10M 10.73% | 559.43K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 477.90K | SH | $167.61M 10.27% | 477.90K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 2.82M | SH | $154.86M 9.49% | 2.82M | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 389.31K | SH | $144.02M 8.82% | 389.31K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 202.66K | SH | $133.77M 8.20% | 202.66K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 555.44K | SH | $128.21M 7.85% | 555.44K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 325.43K | SH | $111.98M 6.86% | 325.43K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 217.05K | SH | $104.97M 6.43% | 217.05K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 279.31K | SH | $92.20M 5.65% | 279.31K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 286.83K | SH | $69.17M 4.24% | 286.83K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 261.80K | SH | $40.35M 2.47% | 261.80K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 298.71K | SH | $38.08M 2.33% | 298.71K | 0.00 | 0.00 |
US BANCORP DELSOLE | COM NEW | 511.74K | SH | $27.31M 1.67% | 511.74K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 307.93K | SH | $24.44M 1.50% | 307.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 74.31K | SH | $23.32M 1.43% | 74.31K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 27.30K | SH | $12.75M 0.78% | 27.30K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 11.18K | SH | $1.81M 0.11% | 11.18K | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 11.85K | SH | $1.22M 0.07% | 11.85K | 0.00 | 0.00 |