Ownership history in Concorde Financial Corp Β· 14 quarters on record
This page tracks every 13F SEC filing in which Concorde Financial Corp reported a position in WARNER BROS DISCOVERY INC (WBD). 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 Concorde Financial Corp outperformed the S&P 500 by +16.1% annually on this WBD position. Timing score: 42% (5/12 decisions correct). Average cost basis: $10.38. Maximum drawdown during holding period: β50.7%.
π₯ Exceptional β beat the S&P 500 by 16.1% per year on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 12 add/trim decisions correct
Best entry: $7.44 (2024 Q2) Β· Worst: $15.10 (2023 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 5 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
π Concorde Financial Corp has been actively increasing its WBD allocation β a bullish signal from insiders.
Currently 3.23% 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