BRUNI J V & CO /CO BLDP — Ballard Pwr Sys Inc New

Ownership history in BRUNI J V & CO /CO  ·  22 quarters on record

AI Ownership Summary

BRUNI J V & CO /CO reported Ballard Pwr Sys Inc New (BLDP) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2023 Q4. The latest visible filing shows BLDP at 0.03% 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 BLDP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRUNI J V & CO /CO's position in Ballard Pwr Sys Inc 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 Q1

BLDP was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

BLDP stock page BRUNI J V & CO /CO fund profile BRUNI J V & CO /CO full holdings
How BRUNI J V & CO /CO held BLDP — position size vs. price
% of Fund (quarterly)    BLDP 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 Q1 REDUCED — — — 134,365 -1,105 -0.8% 0.03% $325K 2026-05-07 $4.70
2025 Q4 REDUCED 33.2% -4.7% ✅ 135,470 -67,297 -33.2% 0.03% $344K 2026-02-10 $2.16
2025 Q3 REDUCED 65.4% -5.5% ✅ 202,767 -384,026 -65.4% 0.06% $552K 2025-11-10 $3.56
2025 Q2 REDUCED — — — 586,793 -2,673 -0.5% 0.10% $933K 2025-08-06 $1.83
2025 Q1 REDUCED — — — 589,466 -9,424 -1.6% 0.08% $648K 2025-05-12 $1.40
2024 Q4 REDUCED — — — 598,890 -3,748 -0.6% 0.11% $994K 2025-02-05 $1.37
2024 Q3 REDUCED — — — 602,638 -7,342 -1.2% 0.12% $1.1M 2024-11-07 $1.34
2024 Q2 REDUCED — — — 609,980 -4,918 -0.8% 0.17% $1.4M 2024-08-05 $1.93
2024 Q1 REDUCED — — — 614,898 -6,750 -1.1% 0.20% $1.7M 2024-05-07 $2.84
2023 Q4 REDUCED — — — 621,648 -1,195 -0.2% 0.29% $2.3M 2024-02-05 $3.02
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BLDP

As of 2026 Q1 — sorted by position size

GSA CAPITAL PARTNERS LLP 3Y 7Y 0.15% Counterpoint Mutual Funds LLC 3Y 0.08% Ground Swell Capital, LLC 3Y 7Y 0.05% OCCUDO QUANTITATIVE STRATEGIES LP 3Y 0.05% Dynamic Technology Lab Private Ltd 3Y 7Y 0.05% Headlands Technologies LLC 3Y 0.04% Scientech Research LLC 0.04% AXQ CAPITAL, LP 3Y 0.04% First Affirmative Financial Network 3Y 0.03% TWO SIGMA ADVISERS, LP 3Y 7Y 0.03%

FAQ About BRUNI J V & CO /CO and BLDP

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

How long has BRUNI J V & CO /CO reported owning BLDP?

BRUNI J V & CO /CO reported BLDP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BLDP position in BRUNI J V & CO /CO's portfolio?

The largest reported portfolio weight for BLDP was 0.29% in 2023 Q4.

What is the latest reported BLDP position on this page?

The most recent filing on this page is 2026 Q1, when BRUNI J V & CO /CO reported 134,365 shares, equal to 0.03% of portfolio, with an estimated market value of $325K.

What does the chart on this BLDP ownership page compare?

The chart compares BRUNI J V & CO /CO's quarterly BLDP 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 BRUNI J V & CO /CO time their BLDP position?

Based on 13F filing dates vs. subsequent BLDP price moves, BRUNI J V & CO /CO correctly timed 10 out of 21 reported position changes (48%). The annualised alpha on BLDP relative to SPY over the holding period was -42.1%.

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