| Quarter | Score |
|---|---|
| 2013-Q4 | 49.0 |
| 2014-Q1 | 49.4 |
| 2014-Q2 | 48.7 |
| 2014-Q3 | 50.8 |
| 2018-Q1 | 56.0 |
| 2018-Q2 | 52.4 |
| 2018-Q3 | 51.9 |
| 2019-Q2 | 52.8 |
| 2022-Q1 | 49.6 |
| 2022-Q3 | 41.0 |
| 2022-Q4 | 49.1 |
| 2023-Q1 | 84.2 |
| 2023-Q2 | 41.4 |
| 2023-Q3 | 48.7 |
| 2023-Q4 | 65.8 |
| 2024-Q1 | 73.4 |
| 2024-Q2 | 62.7 |
| 2024-Q3 | 58.5 |
| 2024-Q4 | 55.8 |
| 2025-Q1 | 51.8 |
| 2025-Q2 | 54.0 |
| 2025-Q3 | 53.3 |
| 2025-Q4 | 54.0 |
Active institutional exit or low consensus; avoid or liquidate
Trading +39.4% above funds' purchase price — elevated pullback risk
1 of 16 tracked funds hold HLT. Avg conviction: 5.6%. Net trimming. First tracked at $218.20 (current +39.4% vs tracked).
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 |
|---|---|---|
| Pershing Square | 5.6% | Reduce |