| Quarter | Score |
|---|---|
| 2013-Q2 | 50.4 |
| 2013-Q3 | 52.0 |
| 2013-Q4 | 50.7 |
| 2014-Q1 | 51.0 |
| 2014-Q2 | 50.8 |
| 2014-Q3 | 51.4 |
| 2018-Q1 | 51.9 |
| 2018-Q2 | 51.9 |
| 2018-Q3 | 52.2 |
| 2019-Q2 | 52.7 |
| 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 | 75.2 |
| 2024-Q4 | 50.0 |
| 2025-Q1 | 49.7 |
Stable institutional holding; maintain existing positions
No price reference available to measure drift vs fund cost basis
1 of 16 tracked funds hold DFS. Avg conviction: 1.9%. Net adding. First tracked at $173.23.
Current price unavailable — check back later
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 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 |
|---|---|---|
| Third Point | 1.9% | Add |