Filed: 5/4/2026ACC: 0002104888-26-000002
📋 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 $1.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$1.52B
Total AUM (reported)
8.51M
Total Shares
Allocation by class
COM$879.07M57.8%
CL A$292.46M19.2%
CAP STK CL A$151.94M10.0%
COM CL A$149.58M9.8%
COM NEW$28.38M1.9%
CAP STK CL C$18.16M1.2%
Portfolio Concentration
Top 3$466.47M30.7%
4–10$810.54M53.3%
11–25$242.59M16.0%
Top 3 weight
30.7%
Top 10 weight
84.0%
Voting Authority Distribution
Total shares with voting rights: 8.51M
Sole
Full voting authority
8.51M
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
SOLEShares330.12K
TypeSH
Market value$164.95M
10.85%
Sole
330.12K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares528.37K
TypeSH
Market value$151.94M
10.00%
Sole
528.37K
Shared
0.00
None
0.00
VISA INC
SOLEShares494.90K
TypeSH
Market value$149.58M
9.84%
Sole
494.90K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares2.84M
TypeSH
Market value$138.53M
9.12%
Sole
2.84M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares620.44K
TypeSH
Market value$129.22M
8.50%
Sole
620.44K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares222.88K
TypeSH
Market value$127.52M
8.39%
Sole
222.88K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares402.31K
TypeSH
Market value$121.69M
8.01%
Sole
402.31K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares327.92K
TypeSH
Market value$107.85M
7.10%
Sole
327.92K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares273.43K
TypeSH
Market value$101.22M
6.66%
Sole
273.43K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares312.38K
TypeSH
Market value$84.53M
5.56%
Sole
312.38K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares289.13K
TypeSH
Market value$68.32M
4.50%
Sole
289.13K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares345.25K
TypeSH
Market value$39.70M
2.61%
Sole
345.25K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares402.29K
TypeSH
Market value$37.21M
2.45%
Sole
402.29K
Shared
0.00
None
0.00
US BANCORP
SOLEShares545.74K
TypeSH
Market value$28.38M
1.87%
Sole
545.74K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares360.85K
TypeSH
Market value$25.92M
1.71%
Sole
360.85K
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares93.58K
TypeSH
Market value$18.56M
1.22%
Sole
93.58K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares63.31K
TypeSH
Market value$18.16M
1.20%
Sole
63.31K
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares47.85K
TypeSH
Market value$4.59M
0.30%
Sole
47.85K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares11.18K
TypeSH
Market value$1.76M
0.12%
Sole
11.18K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTERCARD INCORPORATEDSOLE | CL A | 330.12K | SH | $164.95M 10.85% | 330.12K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 528.37K | SH | $151.94M 10.00% | 528.37K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 494.90K | SH | $149.58M 9.84% | 494.90K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 2.84M | SH | $138.53M 9.12% | 2.84M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 620.44K | SH | $129.22M 8.50% | 620.44K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 222.88K | SH | $127.52M 8.39% | 222.88K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 402.31K | SH | $121.69M 8.01% | 402.31K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 327.92K | SH | $107.85M 7.10% | 327.92K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 273.43K | SH | $101.22M 6.66% | 273.43K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 312.38K | SH | $84.53M 5.56% | 312.38K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 289.13K | SH | $68.32M 4.50% | 289.13K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 345.25K | SH | $39.70M 2.61% | 345.25K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 402.29K | SH | $37.21M 2.45% | 402.29K | 0.00 | 0.00 |
US BANCORPSOLE | COM NEW | 545.74K | SH | $28.38M 1.87% | 545.74K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 360.85K | SH | $25.92M 1.71% | 360.85K | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 93.58K | SH | $18.56M 1.22% | 93.58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 63.31K | SH | $18.16M 1.20% | 63.31K | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 47.85K | SH | $4.59M 0.30% | 47.85K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 11.18K | SH | $1.76M 0.12% | 11.18K | 0.00 | 0.00 |