| Quarter | Score |
|---|---|
| 2018-Q1 | 49.7 |
| 2018-Q2 | 51.1 |
| 2018-Q3 | 50.1 |
| 2019-Q2 | 50.1 |
| 2022-Q1 | 49.4 |
| 2022-Q3 | 40.9 |
| 2022-Q4 | 49.2 |
| 2023-Q2 | 41.8 |
| 2023-Q3 | 48.9 |
| 2023-Q4 | 36.0 |
| 2024-Q1 | 73.7 |
| 2024-Q2 | 40.8 |
| 2024-Q3 | 65.0 |
| 2024-Q4 | 68.6 |
| 2025-Q1 | 69.5 |
| 2025-Q2 | 69.1 |
| 2025-Q3 | 70.2 |
| 2025-Q4 | 70.9 |
| 2026-Q1 | 46.6 |
| 2026-Q2 | 44.5 |
Active institutional exit or low consensus; avoid or liquidate
Trading +12.0% above funds' estimated purchase price
1 of 16 tracked funds hold LW. Avg conviction: 5.5%. Net trimming. First tracked at $42.26 (current +12.0% 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 |
|---|---|---|
| Starboard Value | 5.5% | Reduce |