| Quarter | Score |
|---|---|
| 2022-Q3 | 40.9 |
| 2023-Q3 | 50.1 |
| 2024-Q1 | 55.0 |
| 2024-Q2 | 52.2 |
| 2024-Q3 | 80.3 |
| 2024-Q4 | 82.3 |
| 2025-Q1 | 82.4 |
| 2025-Q2 | 84.0 |
| 2025-Q3 | 83.8 |
| 2025-Q4 | 86.4 |
| 2026-Q1 | 86.4 |
| 2026-Q2 | 70.9 |
Funds reducing exposure or consensus momentum fading
Trading +59.4% above funds' purchase price — elevated pullback risk
1 of 18 tracked funds hold UAN. Avg conviction: 5.6%. Net trimming. First tracked at $78.59 (current +59.4% vs tracked).
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 |
|---|---|---|
| Icahn Capital | 5.6% | Hold |