BALL β€” BALL CORP COM

Ownership history in Bear Mountain Capital, Inc.  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Bear Mountain Capital, Inc. reported a position in BALL CORP COM (BALL). 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.

Position Intelligence

Bear Mountain Capital, Inc. Γ— BALL AI Analytics

πŸ“‰ Bear Mountain Capital, Inc. underperformed the S&P 500 by –41.1% annually on this BALL position. Average cost basis: $51.32. Maximum drawdown during holding period: –9.8%.

πŸ“ˆ Position Alpha vs SPY
-41.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 41.1% ann.
2 quarters analyzed

πŸ’° Entry Quality
$51.32
-2.4% vs current ($50.07)

Best entry: $51.32 (2025 Q1)  Β·  Worst: $51.32 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–9.8%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ 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.

% of Fund (quarterly)    BALL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 100 β€” 0% 0.00% $5K $50.07
2025 Q2 UNCHANGED 100 β€” 0% 0.00% $6K $55.49
2025 Q1 INITIATED 100 β€” β€” 0.00% $5K $51.32

🏒 Other funds also holding BALL

As of 2025 Q4 β€” sorted by position size

Soapstone Management L.P. 3Y 7Y 7.81% Ulysses Management LLC 3Y 7Y 5.36% Ulysses Management LLC 3Y 7Y 4.48% Bornite Capital Management LP 3Y 3.62% NORRIS PERNE & FRENCH LLP/MI 3Y 7Y 2.53% IRIDIAN ASSET MANAGEMENT LLC/CT 3Y 7Y 2.4% Harvey Partners, LLC 3Y 7Y 2.12% Mirova US LLC 3Y 1.34% Mizuho Markets Cayman LP 3Y 1.34% Eukles Asset Management 3Y 7Y 1.25%
← Back to Bear Mountain Capital, Inc. Holdings