Ownership history in BBR PARTNERS, LLC Β· 22 quarters on record
This page tracks every 13F SEC filing in which BBR PARTNERS, LLC reported a position in Wal Mart Stores Inc COM (WMT). 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 BBR PARTNERS, LLC outperformed the S&P 500 by +1.2% annually on this WMT position. Timing score: 52% (11/21 decisions correct). Average cost basis: $62.31. Maximum drawdown during holding period: β5.4%.
β
Outperformed SPY on this position by 1.2% ann.
21 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
11 of 21 add/trim decisions correct
Best entry: $13.16 (2010 Q4) Β· Worst: $89.31 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
14 adds Β· 8 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.47% 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