| Quarter | Score |
|---|---|
| 2013-Q2 | 49.4 |
| 2013-Q3 | 49.1 |
| 2013-Q4 | 49.0 |
| 2014-Q1 | 49.1 |
| 2014-Q2 | 49.1 |
| 2014-Q3 | 49.3 |
| 2018-Q1 | 47.9 |
| 2018-Q2 | 48.7 |
| 2018-Q3 | 48.9 |
| 2019-Q2 | 48.8 |
| 2023-Q3 | 50.1 |
| 2023-Q4 | 62.3 |
| 2024-Q1 | 76.3 |
| 2024-Q2 | 74.5 |
| 2024-Q3 | 75.1 |
| 2024-Q4 | 74.9 |
| 2025-Q1 | 74.3 |
| 2025-Q2 | 77.2 |
| 2025-Q3 | 75.9 |
| 2025-Q4 | 75.9 |
| 2026-Q1 | 37.1 |
| 2026-Q2 | 39.5 |
Stable institutional holding; maintain existing positions
Trading +26.1% above funds' purchase price — elevated pullback risk
1 of 16 tracked funds hold CART. Avg conviction: 0.5%. Net adding. First tracked at $37.46 (current +26.1% 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 |
|---|---|---|
| Miller Value Partners | 0.5% | Add |