BAROMETER CAPITAL MANAGEMENT INC. EDU — New Oriental Education & Technology Group Inc

Ownership history in BAROMETER CAPITAL MANAGEMENT INC.  ·  7 quarters on record

AI Ownership Summary

BAROMETER CAPITAL MANAGEMENT INC. reported New Oriental Education & Technology Group Inc (EDU) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.29% in 2025 Q4. The latest visible filing shows EDU at 1.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAROMETER CAPITAL MANAGEMENT INC.'s position in New Oriental Education & Technology Group Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EDU was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.29% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EDU stock page BAROMETER CAPITAL MANAGEMENT INC. fund profile BAROMETER CAPITAL MANAGEMENT INC. full holdings
How BAROMETER CAPITAL MANAGEMENT INC. held EDU — position size vs. price
% of Fund (quarterly)    EDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 121,722 +105,722 +660.8% 1.29% $5.4M 2026-02-14 (Est.) $58.70
2025 Q3 ADDED — — — 16,000 +7,000 +77.8% 0.19% $849K 2025-11-13 $54.14
2025 Q2 ADDED — — — 9,000 +2,200 +32.4% 0.13% $486K 2025-08-14 $48.06
2025 Q1 ADDED — — — 6,800 +4,500 +195.7% 0.12% $325K 2025-05-14 $50.14
2024 Q4 UNCHANGED — — — 2,300 — 0% 0.07% $179K 2025-02-13 $53.47
2024 Q3 UNCHANGED — — — 2,300 — 0% 0.05% $174K 2024-11-14 $55.05
2024 Q2 INITIATED — — — 2,300 — — 0.07% $179K 2024-08-09 $66.59

🏢 Other funds also holding EDU

As of 2026 Q1 — sorted by position size

Aubrey Capital Management Ltd 3Y 7Y 5.31% SHAH CAPITAL MANAGEMENT 3Y 7Y 3.3% Greenwoods Asset Management Hong Kong Ltd. 3Y 1.94% Collaborative Fund Advisors, LLC 0.68% West Family Investments, Inc. 3Y 7Y 0.14% AIA Group Ltd 3Y 7Y 0.08% PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.06% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.04% PROFUND ADVISORS LLC 3Y 7Y 0.04% OVERSEA-CHINESE BANKING Corp Ltd 3Y 0.02%

FAQ About BAROMETER CAPITAL MANAGEMENT INC. and EDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAROMETER CAPITAL MANAGEMENT INC. reported owning EDU?

BAROMETER CAPITAL MANAGEMENT INC. reported EDU across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported EDU position in BAROMETER CAPITAL MANAGEMENT INC.'s portfolio?

The largest reported portfolio weight for EDU was 1.29% in 2025 Q4.

What is the latest reported EDU position on this page?

The most recent filing on this page is 2025 Q4, when BAROMETER CAPITAL MANAGEMENT INC. reported 121,722 shares, equal to 1.29% of portfolio, with an estimated market value of $5.4M.

What does the chart on this EDU ownership page compare?

The chart compares BAROMETER CAPITAL MANAGEMENT INC.'s quarterly EDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BAROMETER CAPITAL MANAGEMENT INC. time their EDU position?

Based on 13F filing dates vs. subsequent EDU price moves, BAROMETER CAPITAL MANAGEMENT INC. correctly timed 2 out of 4 reported position changes (50%).

← Back to BAROMETER CAPITAL MANAGEMENT INC. Holdings