MNST β€” MONSTER BEVERAGE CORP NEW

Ownership history in Bridgefront Capital, LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Bridgefront Capital, LLC reported a position in MONSTER BEVERAGE CORP NEW (MNST). 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
0.74% (2025 Q4)
πŸ“Š Avg. % of fund
0.35%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

Bridgefront Capital, LLC Γ— MNST AI Analytics

πŸ“‰ Bridgefront Capital, LLC underperformed the S&P 500 by –24.6% annually on this MNST position. Timing score: 25% (1/4 decisions correct). Average cost basis: $67.66. Maximum drawdown during holding period: –1.2%.

πŸ“ˆ Position Alpha vs SPY
-24.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 24.6% ann.
4 quarters analyzed

⏱️ Timing Score
25%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct

πŸ’° Entry Quality
$67.66
+13.3% vs current ($76.67)

Best entry: $45.67 (2021 Q2)  Β·  Worst: $76.67 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–1.2%
max drawdown while held

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

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Bridgefront Capital, LLC has been actively increasing its MNST allocation β€” a bullish signal from insiders.
Currently 0.74% 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)    MNST price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 38,176 +28,443 +292.2% 0.74% $2.9M $76.67
2025 Q2 REDUCED 9,733 -585 -5.7% 0.16% $610K $62.64
2023 Q1 REDUCED 10,318 -1,430 -12.2% 0.34% $557K $54.01
2021 Q2 ADDED 11,748 +7,937 +208.3% 0.40% $1.1M $45.67
2020 Q4 INITIATED 3,811 β€” β€” 0.12% $352K $46.24
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