| Quarter | Score |
|---|---|
| 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 | 87.4 |
| 2024-Q4 | 85.8 |
| 2025-Q1 | 66.0 |
| 2025-Q2 | 85.7 |
| 2025-Q3 | 85.7 |
| 2025-Q4 | 85.8 |
| 2026-Q1 | 87.1 |
| 2026-Q2 | 87.2 |
High consensus with active accumulation at an attractive valuation
Trading 16.2% below funds' estimated purchase price
3 of 18 tracked funds hold TDG. Avg conviction: 4.8%. Net adding. First tracked at $1303.73 (current -16.2% vs tracked).
Oakcliff Capital Partners has 12.0% in this stock
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 |
|---|---|---|
| Oakcliff Capital Partners | 12.0% | Hold |
| Third Point | 2.2% | Add |
| Citadel Advisors | 0.0% | Add |