Ownership history in AMI ASSET MANAGEMENT CORP Β· 31 quarters on record
This page tracks every 13F SEC filing in which AMI ASSET MANAGEMENT CORP reported a position in SIMPLY GOOD FOODS CO (SMPL). 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 AMI ASSET MANAGEMENT CORP underperformed the S&P 500 by β37.8% annually on this SMPL position. Timing score: 52% (15/29 decisions correct). Average cost basis: $20.07. Maximum drawdown during holding period: β40.3%.
β Significantly underperformed the S&P 500 by 37.8% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
15 of 29 add/trim decisions correct
Best entry: $18.58 (2020 Q2) Β· Worst: $37.95 (2022 Q1)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
6 adds Β· 25 trims. Bought during 5 of 16 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% 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