Ownership history in BRIDGEWAY CAPITAL MANAGEMENT, LLC Β· 35 quarters on record
This page tracks every 13F SEC filing in which BRIDGEWAY CAPITAL MANAGEMENT, LLC reported a position in WORLD FUEL SVCS CORP COM (WKC). 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 BRIDGEWAY CAPITAL MANAGEMENT, LLC underperformed the S&P 500 by β18.7% annually on this WKC position. Timing score: 54% (15/28 decisions correct). Average cost basis: $24.20. Maximum drawdown during holding period: β50.9%.
β Significantly underperformed the S&P 500 by 18.7% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
15 of 28 add/trim decisions correct
Best entry: $13.05 (2009 Q1) Β· Worst: $35.01 (2019 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
20 adds Β· 10 trims. Bought during 7 of 14 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.21% 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