| Quarter | Score |
|---|---|
| 2023-Q4 | 36.6 |
| 2024-Q1 | 49.7 |
| 2024-Q2 | 59.8 |
| 2024-Q3 | 55.8 |
| 2024-Q4 | 62.7 |
| 2025-Q1 | 54.0 |
| 2025-Q2 | 49.1 |
| 2025-Q3 | 55.4 |
| 2025-Q4 | 55.0 |
| 2026-Q1 | 42.7 |
| 2026-Q2 | 76.1 |
Strong consensus, but price is extended — wait for pullback to funds' basis
Trading +33.3% above funds' purchase price — elevated pullback risk
1 of 16 tracked funds hold BTDR. Avg conviction: 3.2%. Net holding. First tracked at $8.65 (current +33.3% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Sachem Head Capital | 3.2% | Hold |