Ownership history in CERTIOR FINANCIAL GROUP, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which CERTIOR FINANCIAL GROUP, LLC reported a position in FS KKR CAP CORP (FSK). 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 CERTIOR FINANCIAL GROUP, LLC underperformed the S&P 500 by β36.2% annually on this FSK position. Timing score: 25% (1/4 decisions correct). Average cost basis: $17.73. Maximum drawdown during holding period: β24.9%.
β Significantly underperformed the S&P 500 by 36.2% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $17.73 (2024 Q4) Β· Worst: $17.73 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
1 add Β· 4 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.38% 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