| Quarter | Score |
|---|---|
| 2013-Q2 | 49.5 |
| 2013-Q3 | 49.9 |
| 2013-Q4 | 48.2 |
| 2014-Q1 | 49.2 |
| 2014-Q2 | 51.6 |
| 2014-Q3 | 49.1 |
| 2018-Q1 | 50.4 |
| 2018-Q2 | 49.4 |
| 2018-Q3 | 50.7 |
| 2019-Q2 | 51.8 |
| 2022-Q1 | 49.3 |
| 2022-Q3 | 66.5 |
| 2022-Q4 | 49.2 |
| 2023-Q1 | 49.9 |
| 2023-Q2 | 63.8 |
| 2023-Q3 | 48.1 |
| 2023-Q4 | 66.0 |
| 2024-Q1 | 74.5 |
| 2024-Q2 | 79.2 |
| 2024-Q3 | 79.8 |
| 2024-Q4 | 78.3 |
| 2025-Q1 | 78.2 |
| 2025-Q2 | 38.5 |
| 2025-Q3 | 81.4 |
| 2025-Q4 | 79.7 |
| 2026-Q1 | 37.5 |
| 2026-Q2 | 36.3 |
Active institutional exit or low consensus; avoid or liquidate
Trading +10.2% above funds' estimated purchase price
1 of 16 tracked funds hold MELI. Avg conviction: 0.7%. Net trimming. First tracked at $1729.02 (current +10.2% 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 |
|---|---|---|
| Miller Value Partners | 0.7% | Reduce |