Ownership history in Baymount Management LP Β· 7 quarters on record
This page tracks every 13F SEC filing in which Baymount Management LP reported a position in ISHARES TR (IWM). 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 Baymount Management LP underperformed the S&P 500 by β19.9% annually on this IWM position. Timing score: 50% (2/4 decisions correct). Average cost basis: $193.68. Maximum drawdown during holding period: β16.7%.
β Significantly underperformed the S&P 500 by 19.9% ann.
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $181.19 (2023 Q2) Β· Worst: $206.66 (2021 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 2 trims. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.75% 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