IRM β€” IRON MTN INC DEL

Ownership history in Caprock Group, LLC  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Caprock Group, LLC reported a position in IRON MTN INC DEL (IRM). 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.

πŸ” Peak position
0.03% (2024 Q4)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7

Position Intelligence

Caprock Group, LLC Γ— IRM AI Analytics

πŸ“ˆ Caprock Group, LLC outperformed the S&P 500 by +7.9% annually on this IRM position. Timing score: 20% (1/5 decisions correct). Average cost basis: $101.10. Maximum drawdown during holding period: –26.5%.

πŸ“ˆ Position Alpha vs SPY
+7.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 7.9% per year on this position.
5 quarters analyzed

⏱️ Timing Score
20%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct

πŸ’° Entry Quality
$101.10
-1.0% vs current ($100.07)

Best entry: $84.73 (2024 Q2)  Β·  Worst: $113.04 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–26.5%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
57%
buy-side decisions

4 adds Β· 3 trims. Bought during 1 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ 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.

% of Fund (quarterly)    IRM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,081 -1,217 -23.0% 0.01% $377K $100.07
2025 Q1 REDUCED 5,298 -2,262 -29.9% 0.01% $462K $83.13
2024 Q4 ADDED 7,560 +2,511 +49.7% 0.03% $800K $100.63
2024 Q3 ADDED 5,049 +1,051 +26.3% 0.02% $605K $113.04
2024 Q2 ADDED 3,998 +694 +21.0% 0.01% $361K $84.73
2024 Q1 REDUCED 3,304 -145 -4.2% 0.02% $267K $75.27
2023 Q4 INITIATED 3,449 β€” β€” 0.02% $244K β€”
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