Visa Inc. $V is Claar Advisors LLC’s 10th Largest Position

A recent filing reveals Claar Advisors LLC scaled back its stake in Visa by 9% in the first quarter. The fund retains 27,505 shares of the credit-card giant, making Visa its 10th largest holding. With Visa accounting for approximately 3.3% of Claar Advisors’ portfolio, the move signals a measured rebalancing.

Key Takeaways:

  • Claar Advisors reduced its stake in Visa by 9% in the first quarter
  • The fund sold 2,735 shares of Visa
  • Visa remains the 10th largest holding in Claar Advisors’ portfolio
  • Approximately 3.3% of the fund’s total assets are now in Visa
  • The data comes from a publicly filed SEC document

Introduction

Claar Advisors LLC has made a strategic move concerning its Visa holdings. According to the firm’s latest filing with the Securities & Exchange Commission (SEC), the investment manager sold 2,735 shares during the first quarter, resulting in a 9% reduction in its Visa stake.

The 9% Reduction

Before the sale, Claar Advisors owned a notable portion of Visa shares, but after offloading 2,735 shares, the firm’s total Visa holdings stand at 27,505 shares. The data suggests a measured approach to reshaping the fund’s portfolio composition while remaining invested in this prominent credit-card processor.

Visa’s Position in the Portfolio

Despite the reduction, Visa maintains considerable weight in Claar Advisors’ portfolio. It is now categorized as the 10th largest holding, reflecting the company’s continued significance in the firm’s investment strategy. The filing also reveals that about 3.3% of Claar Advisors’ total assets lie in Visa stock.

Concluding Remarks

This repositioning underscores how Claar Advisors is managing its investments in light of shifting market conditions. While Visa’s share count in the portfolio has been trimmed, the company remains a substantial piece of Claar Advisors’ broader investment puzzle, suggesting that the credit-card giant continues to hold a valuable spot in the fund’s long-term strategy.