LEE DANNER & BASS INC V — Visa Inc

Ownership history in LEE DANNER & BASS INC  ·  30 quarters on record

AI Ownership Summary

LEE DANNER & BASS INC reported Visa Inc (V) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.82% in 2025 Q1. The latest visible filing shows V at 1.24% 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 LEE DANNER & BASS INC's position in Visa Inc, 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 Q1

V was reported at 1.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.82% 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
2023 Q4 to 2026 Q1

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.

V stock page LEE DANNER & BASS INC fund profile LEE DANNER & BASS INC full holdings
How LEE DANNER & BASS 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 65,299 +1,158 +1.8% 1.24% $19.7M 2026-04-28 $308.66
2025 Q4 ADDED — — — 64,141 +535 +0.8% 1.61% $22.5M 2026-01-29 $330.43
2025 Q3 REDUCED — — — 63,606 -1,294 -2.0% 1.58% $21.7M 2025-10-29 $339.20
2025 Q2 ADDED — — — 64,900 +625 +1.0% 1.79% $23.0M 2025-07-31 $342.76
2025 Q1 REDUCED — — — 64,275 -2,677 -4.0% 1.82% $22.5M 2025-04-29 $338.28
2024 Q4 ADDED — — — 66,952 +1,620 +2.5% 1.68% $21.2M 2025-02-11 $347.39
2024 Q3 ADDED — — — 65,332 +2,601 +4.1% 1.27% $18.0M 2024-10-30 $286.38
2024 Q2 ADDED — — — 62,731 +604 +1.0% 1.27% $16.5M 2024-07-30 $259.15
2023 Q4 ADDED — — — 62,127 +259 +0.4% 1.39% $16.2M 2024-02-01 $271.88
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hengistbury Investment Partners LLP 3Y 7Y 62.32% Alfreton Capital LLP 3Y 32.97% TCI Fund Management Ltd 3Y 7Y 20.39% Hingham Institution for Savings 17.4% Troy Asset Management Ltd 3Y 7Y 14.71% Egerton Capital (UK) LLP 3Y 7Y 13.79% Immersion Capital LLP 3Y 7Y 12.68% GCQ FUNDS MANAGEMENT PTY Ltd 12.34% Blacksheep Fund Management Ltd 3Y 12.31% ValueAct Holdings, L.P. 3Y 7Y 12.26%

FAQ About LEE DANNER & BASS 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 LEE DANNER & BASS INC reported owning V?

LEE DANNER & BASS INC reported V across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in LEE DANNER & BASS INC's portfolio?

The largest reported portfolio weight for V was 1.82% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when LEE DANNER & BASS INC reported 65,299 shares, equal to 1.24% of portfolio, with an estimated market value of $19.7M.

What does the chart on this V ownership page compare?

The chart compares LEE DANNER & BASS 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 LEE DANNER & BASS INC time their V position?

Based on 13F filing dates vs. subsequent V price moves, LEE DANNER & BASS INC correctly timed 15 out of 29 reported position changes (52%). The annualised alpha on V relative to SPY over the holding period was -3.0%.

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