Ownership history in ADVISORY RESEARCH INC Β· 18 quarters on record
This page tracks every 13F SEC filing in which ADVISORY RESEARCH INC reported a position in Danaos Corporation (DAC). 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 β0.8% annually on this DAC position. Timing score: 50% (8/16 decisions correct). Average cost basis: $76.54. Maximum drawdown during holding period: β47.0%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
17 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 16 add/trim decisions correct
Best entry: $49.30 (2023 Q1) Β· Worst: $93.41 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 7 trims. Bought during 2 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.47% 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