Ownership history in Calydon Capital Β· 24 quarters on record
This page tracks every 13F SEC filing in which Calydon Capital reported a position in International Business Machines Corporation (IBM). 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 Calydon Capital outperformed the S&P 500 by +4.9% annually on this IBM position. Timing score: 23% (5/22 decisions correct). Average cost basis: $103.59. Maximum drawdown during holding period: β14.8%.
β
Outperformed SPY on this position by 4.9% ann.
23 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 22 add/trim decisions correct
Best entry: $82.31 (2020 Q1) Β· Worst: $289.54 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 14 trims. Bought during 1 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.29% 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