Ownership history in CITADEL ADVISORS LLC Β· 3 quarters on record
This page tracks every 13F SEC filing in which CITADEL ADVISORS LLC reported a position in BERTO ACQUISITION CORP (TACOU). 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 CITADEL ADVISORS LLC underperformed the S&P 500 by β29.4% annually on this TACOU position. Average cost basis: $10.71. Maximum drawdown during holding period: β3.9%.
β Significantly underperformed the S&P 500 by 29.4% ann.
2 quarters analyzed
Best entry: $10.71 (2025 Q2) Β· Worst: $10.71 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 2 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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