| Quarter | Score |
|---|---|
| 2022-Q3 | 65.4 |
| 2022-Q4 | 49.7 |
| 2023-Q1 | 49.2 |
| 2023-Q2 | 36.1 |
| 2023-Q3 | 48.7 |
| 2023-Q4 | 36.6 |
| 2024-Q1 | 47.6 |
| 2024-Q2 | 48.4 |
| 2024-Q3 | 33.5 |
| 2024-Q4 | 33.5 |
| 2025-Q1 | 58.7 |
| 2025-Q2 | 61.7 |
| 2025-Q3 | 95.2 |
| 2025-Q4 | 82.1 |
| 2026-Q1 | 79.8 |
| 2026-Q2 | 66.2 |
Active institutional exit or low consensus; avoid or liquidate
Within 9.3% of funds' estimated purchase price
1 of 18 tracked funds hold VNOM. Avg conviction: 2.2%. Net trimming. First tracked at $38.22 (current +9.3% 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 |
|---|---|---|
| Oaktree Capital | 2.2% | Hold |