Ownership history in ADVISORY RESEARCH INC Β· 12 quarters on record
This page tracks every 13F SEC filing in which ADVISORY RESEARCH INC reported a position in Ryerson Holding Corp (RYI). 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.
π ADVISORY RESEARCH INC underperformed the S&P 500 by β27.2% annually on this RYI position. Timing score: 60% (6/10 decisions correct). Average cost basis: $24.34. Maximum drawdown during holding period: β55.4%.
β Significantly underperformed the S&P 500 by 27.2% ann.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 10 add/trim decisions correct
Best entry: $17.79 (2024 Q4) Β· Worst: $39.88 (2023 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 6 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% of portfolio
β 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.
As of 2025 Q4 β sorted by position size