FIZZ β€” NATIONAL BEVERAGE CORP

Ownership history in ALGERT GLOBAL LLC  Β·  20 quarters on record

This page tracks every 13F SEC filing in which ALGERT GLOBAL LLC reported a position in NATIONAL BEVERAGE CORP (FIZZ). 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
0.32% (2016 Q3)
πŸ“Š Avg. % of fund
0.12%
πŸ“… First filed
2016 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
20

Position Intelligence

ALGERT GLOBAL LLC Γ— FIZZ AI Analytics

πŸ“‰ ALGERT GLOBAL LLC underperformed the S&P 500 by –7.5% annually on this FIZZ position. Timing score: 28% (5/18 decisions correct). Average cost basis: $39.53. Maximum drawdown during holding period: –37.8%.

πŸ“ˆ Position Alpha vs SPY
-7.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 7.5% ann.
19 quarters analyzed

⏱️ Timing Score
28%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
5 of 18 add/trim decisions correct

πŸ’° Entry Quality
$39.53
-19.3% vs current ($31.89)

Best entry: $16.84 (2016 Q3)  Β·  Worst: $51.24 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–37.8%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
63%
buy-side decisions

12 adds Β· 7 trims. Bought during 7 of 11 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 0.11% 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)    FIZZ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 217,295 -2,242 -1.0% 0.11% $6.9M $31.89
2025 Q3 ADDED 219,537 +91,784 +71.8% 0.14% $8.1M $36.92
2025 Q2 ADDED 127,753 +25,467 +24.9% 0.12% $5.5M $43.24
2025 Q1 REDUCED 102,286 -5,252 -4.9% 0.11% $4.2M $41.54
2024 Q4 ADDED 107,538 +5,440 +5.3% 0.11% $4.6M $42.67
2024 Q3 ADDED 102,098 +41,777 +69.3% 0.13% $4.8M $46.94
2024 Q2 ADDED 60,321 +5,226 +9.5% 0.10% $3.1M $51.24
2024 Q1 ADDED 55,095 +4,062 +8.0% 0.10% $2.6M $44.29
2023 Q4 REDUCED 51,033 -761 -1.5% 0.10% $2.5M $46.40
2023 Q3 REDUCED 51,794 -7,710 -13.0% 0.11% $2.4M $43.88
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