| Quarter | Score |
|---|---|
| 2013-Q2 | 49.6 |
| 2013-Q3 | 48.9 |
| 2013-Q4 | 48.9 |
| 2014-Q1 | 49.6 |
| 2014-Q2 | 49.1 |
| 2014-Q3 | 49.3 |
| 2022-Q3 | 40.9 |
| 2023-Q3 | 50.1 |
| 2024-Q1 | 55.0 |
| 2024-Q2 | 52.2 |
| 2024-Q3 | 51.1 |
| 2024-Q4 | 55.7 |
| 2025-Q1 | 51.0 |
| 2025-Q2 | 52.8 |
| 2025-Q3 | 51.7 |
| 2025-Q4 | 53.5 |
| 2026-Q1 | 55.0 |
| 2026-Q2 | 54.2 |
Funds reducing exposure or consensus momentum fading
Trading +72.8% above funds' purchase price — elevated pullback risk
1 of 16 tracked funds hold UAN. Avg conviction: 5.6%. Net holding. First tracked at $78.59 (current +72.8% vs tracked).
Benchmark comparison unavailable
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 |
|---|---|---|
| Icahn Capital | 5.6% | Hold |