ALTO β€” ALTO INGREDIENTS INC

Ownership history in ALGERT GLOBAL LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which ALGERT GLOBAL LLC reported a position in ALTO INGREDIENTS INC (ALTO). 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
0.02% (2023 Q3)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

ALGERT GLOBAL LLC Γ— ALTO AI Analytics

πŸ“‰ ALGERT GLOBAL LLC underperformed the S&P 500 by –59.0% annually on this ALTO position. Average cost basis: $2.88. Maximum drawdown during holding period: –18.0%.

πŸ“ˆ Position Alpha vs SPY
-59.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 59.0% ann.
2 quarters analyzed

πŸ’° Entry Quality
$2.88
+0.0% vs current ($2.88)

Best entry: $2.88 (2025 Q4)  Β·  Worst: $2.88 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–18.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

2 adds Β· 2 trims. Bought during 0 of 1 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 0.01% 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)    ALTO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 166,740 +124,248 +292.4% 0.01% $480K $2.88
2024 Q1 REDUCED 42,492 -42,998 -50.3% 0.00% $93K $2.18
2023 Q4 REDUCED 85,490 -7,750 -8.3% 0.01% $227K $2.66
2023 Q3 INITIATED 93,240 β€” β€” 0.02% $412K β€”

🏒 Other funds also holding ALTO

As of 2025 Q4 β€” sorted by position size

RAFFLES ASSOCIATES LP 3Y 7Y 0.22% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.14% CORSAIR CAPITAL MANAGEMENT, L.P. 3Y 7Y 0.11% AdvisorShares Investments LLC 3Y 0.07% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.07% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.03% Hillsdale Investment Management Inc. 3Y 7Y 0.01% Empowered Funds, LLC 3Y 7Y 0.01% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.01% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.01%
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