FOR β€” FORESTAR GROUP INC

Ownership history in Abound Wealth Management  Β·  4 quarters on record

This page tracks every 13F SEC filing in which Abound Wealth Management reported a position in FORESTAR GROUP INC (FOR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2024 Q4)
πŸ“Š Avg. % of fund
0.0%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
4

Position Intelligence

Abound Wealth Management Γ— FOR AI Analytics

πŸ“‰ Abound Wealth Management underperformed the S&P 500 by –7.4% annually on this FOR position. Average cost basis: $25.92. Maximum drawdown during holding period: –22.8%.

πŸ“ˆ Position Alpha vs SPY
-7.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 7.4% ann.
3 quarters analyzed

πŸ’° Entry Quality
$25.92
+2.6% vs current ($26.59)

Best entry: $25.92 (2024 Q4)  Β·  Worst: $25.92 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–22.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

1 add Β· 1 trim. Bought during 0 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    FOR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 594 β€” 0% 0.00% $16K $26.59
2025 Q2 REDUCED 594 -14 -2.3% 0.00% $12K $20.00
2025 Q1 UNCHANGED 608 β€” 0% 0.00% $13K $21.14
2024 Q4 INITIATED 608 β€” β€” 0.01% $16K $25.92

🏒 Other funds also holding FOR

As of 2025 Q4 β€” sorted by position size

Woodson Capital Management, LP 3Y 7Y 1.47% SANDLER CAPITAL MANAGEMENT 3Y 7Y 0.85% DENALI ADVISORS LLC 3Y 7Y 0.81% HEARTLAND ADVISORS INC 3Y 7Y 0.67% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.61% Palogic Value Management, L.P. 3Y 0.36% MQS Management LLC 3Y 0.24% SummitTX Capital, L.P. 0.13% COOPER CREEK PARTNERS MANAGEMENT LLC 3Y 7Y 0.11% EntryPoint Capital, LLC 0.09%
← Back to Abound Wealth Management Holdings