| Quarter | Score |
|---|---|
| 2024-Q3 | 52.9 |
| 2024-Q4 | 55.3 |
| 2025-Q1 | 75.4 |
| 2025-Q2 | 59.9 |
| 2025-Q3 | 38.3 |
| 2025-Q4 | 60.0 |
| 2026-Q1 | 60.4 |
| 2026-Q2 | 37.7 |
Active institutional exit or low consensus; avoid or liquidate
Trading 17.5% below funds' estimated purchase price
1 of 18 tracked funds hold SEG. Avg conviction: 0.7%. Net trimming. First tracked at $27.42 (current -17.5% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 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 | 0.7% | Hold |