| Quarter | Score |
|---|---|
| 2013-Q2 | 49.4 |
| 2013-Q3 | 49.1 |
| 2013-Q4 | 49.0 |
| 2014-Q1 | 49.1 |
| 2014-Q2 | 49.1 |
| 2014-Q3 | 49.3 |
| 2018-Q1 | 62.2 |
| 2018-Q2 | 49.7 |
| 2018-Q3 | 50.7 |
| 2019-Q2 | 49.4 |
| 2022-Q1 | 49.7 |
| 2022-Q3 | 40.8 |
| 2022-Q4 | 49.4 |
| 2023-Q1 | 49.1 |
| 2023-Q2 | 63.5 |
| 2023-Q3 | 48.0 |
| 2023-Q4 | 65.7 |
| 2024-Q1 | 71.0 |
| 2024-Q2 | 67.0 |
| 2024-Q3 | 55.7 |
| 2024-Q4 | 68.5 |
| 2025-Q1 | 70.2 |
| 2025-Q2 | 43.2 |
| 2025-Q3 | 43.7 |
| 2025-Q4 | 46.0 |
| 2026-Q1 | 48.5 |
| 2026-Q2 | 46.0 |
Active institutional exit or low consensus; avoid or liquidate
Trading +11.0% above funds' estimated purchase price
1 of 16 tracked funds hold SSD. Avg conviction: 3.1%. Net trimming. First tracked at $155.31 (current +11.0% 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 | 3.1% | Reduce |