| Quarter | Score |
|---|---|
| 2022-Q1 | 49.6 |
| 2022-Q3 | 40.9 |
| 2022-Q4 | 49.2 |
| 2023-Q1 | 49.0 |
| 2023-Q2 | 41.5 |
| 2023-Q3 | 50.1 |
| 2023-Q4 | 36.0 |
| 2024-Q1 | 84.5 |
| 2024-Q2 | 73.4 |
| 2024-Q3 | 57.5 |
| 2024-Q4 | 79.1 |
| 2025-Q1 | 77.6 |
Solid consensus with smart money net adding at reasonable prices
No price reference available to measure drift vs fund cost basis
2 of 18 tracked funds hold DFS. Avg conviction: 1.0%. Net holding. First tracked at $156.76.
Current price unavailable — check back later
Third Point has 1.9% in this stock
Too early to measure — check back next quarter
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 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 |
|---|---|---|
| Third Point | 1.9% | Add |
| Citadel Advisors | 0.0% | Reduce |