Ownership history in Canton Hathaway, LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which Canton Hathaway, LLC reported a position in FORIAN ORD (FORA). 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 Canton Hathaway, LLC underperformed the S&P 500 by β36.7% annually on this FORA position. Timing score: 46% (6/13 decisions correct). Average cost basis: $6.10. Maximum drawdown during holding period: β84.4%.
β Significantly underperformed the S&P 500 by 36.7% ann.
19 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 13 add/trim decisions correct
Best entry: $1.96 (2025 Q2) Β· Worst: $12.57 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 3 trims. Bought during 8 of 14 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% 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