IDCC β€” INTERDIGITAL INC

Ownership history in Bridgefront Capital, LLC  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Bridgefront Capital, LLC reported a position in INTERDIGITAL INC (IDCC). 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.

πŸ” Peak position
0.29% (2024 Q4)
πŸ“Š Avg. % of fund
0.18%
πŸ“… First filed
2023 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7

Position Intelligence

Bridgefront Capital, LLC Γ— IDCC AI Analytics

πŸ“ˆ Bridgefront Capital, LLC outperformed the S&P 500 by +70.5% annually on this IDCC position. Timing score: 67% (4/6 decisions correct). Average cost basis: $160.07. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+70.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 70.5% per year on this position.
6 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 6 add/trim decisions correct

πŸ’° Entry Quality
$160.07
+114.7% vs current ($343.75)

Best entry: $93.18 (2023 Q2)  Β·  Worst: $222.68 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

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

πŸ’ͺ Fund Conviction
57%
buy-side decisions

4 adds Β· 3 trims. πŸ“ˆ More buys than sells across the holding period.

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

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.11% 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)    IDCC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,037 -3,461 -76.9% 0.11% $358K $343.75
2025 Q2 ADDED 4,498 +3,148 +233.2% 0.27% $1.0M $222.68
2025 Q1 REDUCED 1,350 -3,079 -69.5% 0.08% $279K $204.67
2024 Q4 ADDED 4,429 +840 +23.4% 0.29% $858K $191.31
2024 Q3 ADDED 3,589 +1,622 +82.5% 0.20% $508K $139.44
2023 Q4 REDUCED 1,967 -872 -30.7% 0.16% $213K $105.66
2023 Q2 INITIATED 2,839 β€” β€” 0.15% $274K $93.18

🏒 Other funds also holding IDCC

As of 2025 Q4 β€” sorted by position size

CAPITAL MANAGEMENT CORP /VA 3Y 7Y 6.08% Prospect Capital Advisors, LLC 3Y 7Y 4.62% Permit Capital, LLC 3Y 7Y 4.11% REINHART PARTNERS, LLC. 3Y 7Y 3.98% Summit Street Capital Management, LLC 3Y 7Y 3.85% DISCIPLINED GROWTH INVESTORS INC /MN 3Y 7Y 3.71% Shannon River Fund Management LLC 3Y 7Y 2.67% Aperture Investors, LLC 3Y 2.59% Quartz Partners, LLC 2.44% S&T BANK/PA 3Y 7Y 2.37%
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