| Quarter | Score |
|---|---|
| 2023-Q3 | 50.1 |
| 2023-Q4 | 65.6 |
| 2024-Q1 | 49.7 |
| 2024-Q2 | 51.6 |
| 2024-Q3 | 76.2 |
| 2024-Q4 | 83.6 |
| 2025-Q1 | 72.5 |
| 2025-Q2 | 70.7 |
| 2025-Q3 | 70.8 |
| 2025-Q4 | 69.6 |
| 2026-Q1 | 72.0 |
| 2026-Q2 | 69.2 |
Funds reducing exposure or consensus momentum fading
Trading +116.2% above funds' purchase price — elevated pullback risk
2 of 16 tracked funds hold LLYVK. Avg conviction: 2.2%. Net trimming. First tracked at $44.80 (current +116.2% vs tracked).
ValueAct Capital has 4.1% in this stock
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 |
|---|---|---|
| ValueAct Capital | 4.1% | Reduce |
| Berkshire Hathaway | 0.4% | Hold |