Ownership history in BDCM CT, L.L.C. Β· 15 quarters on record
This page tracks every 13F SEC filing in which BDCM CT, L.L.C. reported a position in UBS GROUP AG (UBS). 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 BDCM CT, L.L.C. outperformed the S&P 500 by +14.7% annually on this UBS position. Timing score: 50% (3/6 decisions correct). Average cost basis: $16.58. Maximum drawdown during holding period: β23.7%.
π₯ Exceptional β beat the S&P 500 by 14.7% per year on this position.
14 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $13.34 (2022 Q3) Β· Worst: $19.62 (2023 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 2 trims. Bought during 1 of 6 down-price quarters. π More buys than sells across the holding period.
π BDCM CT, L.L.C. has been actively increasing its UBS allocation β a bullish signal from insiders.
Currently 6.9% 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