| Quarter | Score |
|---|---|
| 2018-Q2 | 48.7 |
| 2018-Q3 | 49.5 |
| 2019-Q2 | 62.4 |
| 2022-Q3 | 67.1 |
| 2022-Q4 | 50.8 |
| 2023-Q1 | 50.7 |
| 2023-Q2 | 64.2 |
| 2023-Q3 | 48.0 |
| 2023-Q4 | 75.0 |
| 2024-Q1 | 77.4 |
| 2024-Q2 | 43.9 |
| 2024-Q3 | 83.5 |
| 2024-Q4 | 85.7 |
| 2025-Q1 | 78.7 |
| 2025-Q2 | 81.4 |
| 2025-Q3 | 84.2 |
| 2025-Q4 | 48.3 |
| 2026-Q1 | 54.0 |
| 2026-Q2 | 51.7 |
Stable institutional holding; maintain existing positions
Within 7.6% of funds' estimated purchase price
1 of 16 tracked funds hold SPOT. Avg conviction: 4.3%. Net adding. First tracked at $484.91 (current +7.6% 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 |
|---|---|---|
| ValueAct Capital | 4.3% | Add |