Ownership history in Calydon Capital Β· 14 quarters on record
This page tracks every 13F SEC filing in which Calydon Capital reported a position in CVS HEALTH CORP COM (CVS). 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 underperformed the S&P 500 by β16.4% annually on this CVS position. Timing score: 50% (6/12 decisions correct). Average cost basis: $70.14. Maximum drawdown during holding period: β24.8%.
β Significantly underperformed the S&P 500 by 16.4% ann.
12 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 12 add/trim decisions correct
Best entry: $57.61 (2020 Q4) Β· Worst: $88.00 (2022 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 5 trims. Bought during 4 of 4 down-price quarters. π More buys than sells across the holding period.
π Calydon Capital has been actively increasing its CVS allocation β a bullish signal from insiders.
Currently 1.28% 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