| Quarter | Score |
|---|---|
| 2013-Q2 | 49.7 |
| 2013-Q3 | 49.1 |
| 2013-Q4 | 49.4 |
| 2014-Q1 | 56.0 |
| 2014-Q2 | 50.3 |
| 2014-Q3 | 49.7 |
| 2018-Q1 | 51.2 |
| 2018-Q2 | 51.9 |
| 2018-Q3 | 52.0 |
| 2019-Q2 | 52.5 |
| 2022-Q1 | 49.4 |
| 2022-Q3 | 41.2 |
| 2022-Q4 | 51.2 |
| 2023-Q2 | 63.4 |
| 2023-Q3 | 48.1 |
| 2023-Q4 | 68.3 |
| 2024-Q1 | 50.3 |
| 2024-Q2 | 47.7 |
| 2024-Q3 | 47.6 |
| 2024-Q4 | 44.2 |
| 2025-Q1 | 47.1 |
| 2025-Q2 | 47.2 |
| 2025-Q3 | 44.7 |
| 2025-Q4 | 45.3 |
| 2026-Q1 | 73.0 |
| 2026-Q2 | 73.3 |
Solid consensus with smart money net adding at reasonable prices
Trading 5.7% below funds' estimated purchase price
2 of 16 tracked funds hold TDG. Avg conviction: 7.1%. Net adding. First tracked at $1195.28 (current -5.7% vs tracked).
Oakcliff Capital Partners has 12.0% in this stock
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 |
|---|---|---|
| Oakcliff Capital Partners | 12.0% | Hold |
| Third Point | 2.2% | Add |