BENNETT SELBY INVESTMENTS LP COST COSTCO WHSL CORP NEW

Ownership history in BENNETT SELBY INVESTMENTS LP  ·  14 quarters on record

AI Ownership Summary

BENNETT SELBY INVESTMENTS LP reported COSTCO WHSL CORP NEW (COST) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.83% in 2026 Q1. The latest visible filing shows COST at 0.72% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this COST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BENNETT SELBY INVESTMENTS LP's position in COSTCO WHSL CORP NEW, 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
2026 Q2

COST was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

How BENNETT SELBY INVESTMENTS LP held COST — position size vs. price
% of Fund (quarterly)    COST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 2,423 +40 +1.7% 0.72% $2.3M 2026-07-24 $932.03
2026 Q1 REDUCED 2,383 -53 -2.2% 0.83% $2.4M 2026-04-21 $1004.35
2025 Q4 ADDED 2,436 +141 +6.1% 0.68% $2.1M 2026-01-08 $912.74
2025 Q3 ADDED 2,295 +370 +19.2% 0.70% $2.1M 2025-10-08 $910.94
2025 Q2 ADDED 1,925 +816 +73.6% 0.68% $1.9M 2025-07-17 $948.57
2025 Q1 ADDED 1,109 +165 +17.5% 0.41% $1.0M 2025-04-14 $972.57
2024 Q4 ADDED 944 +26 +2.8% 0.34% $865K 2025-01-21 $940.16
2024 Q3 ADDED 918 +89 +10.7% 0.34% $813K 2024-10-10 $885.32
2024 Q2 ADDED 829 +155 +23.0% 0.32% $704K 2024-07-10 $874.84
2024 Q1 UNCHANGED 674 0% 0.23% $445K 2024-04-11 $723.34
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BENNETT SELBY INVESTMENTS LP and COST

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

How long has BENNETT SELBY INVESTMENTS LP reported owning COST?

BENNETT SELBY INVESTMENTS LP reported COST across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported COST position in BENNETT SELBY INVESTMENTS LP's portfolio?

The largest reported portfolio weight for COST was 0.83% in 2026 Q1.

What is the latest reported COST position on this page?

The most recent filing on this page is 2026 Q2, when BENNETT SELBY INVESTMENTS LP reported 2,423 shares, equal to 0.72% of portfolio, with an estimated market value of $2.3M.

What does the chart on this COST ownership page compare?

The chart compares BENNETT SELBY INVESTMENTS LP's quarterly COST 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 BENNETT SELBY INVESTMENTS LP time their COST position?

Based on 13F filing dates vs. subsequent COST price moves, BENNETT SELBY INVESTMENTS LP correctly timed 9 out of 12 reported position changes (75%). The annualised alpha on COST relative to SPY over the holding period was +0.8%.

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