| Quarter | Score |
|---|---|
| 2022-Q1 | 49.3 |
| 2022-Q3 | 65.5 |
| 2022-Q4 | 49.3 |
| 2023-Q1 | 49.1 |
| 2023-Q2 | 63.5 |
| 2023-Q3 | 48.2 |
| 2023-Q4 | 36.0 |
| 2024-Q1 | 46.6 |
| 2024-Q2 | 42.2 |
| 2024-Q3 | 82.9 |
| 2024-Q4 | 79.5 |
| 2025-Q1 | 79.8 |
| 2025-Q2 | 80.4 |
| 2025-Q3 | 61.4 |
| 2025-Q4 | 61.9 |
| 2026-Q1 | 61.9 |
| 2026-Q2 | 76.3 |
Strong consensus, but price is extended — wait for pullback to funds' basis
Trading +42.5% above funds' purchase price — elevated pullback risk
2 of 18 tracked funds hold VSAT. Avg conviction: 0.4%. Net adding. First tracked at $50.87 (current +42.5% vs tracked).
Oaktree Capital has 0.8% in this stock
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 | 0.8% | New Buy |
| Citadel Advisors | 0.0% | Add |