Ownership history in Creekside Partners Β· 7 quarters on record
This page tracks every 13F SEC filing in which Creekside Partners reported a position in ISHARES TR (DSI). 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 Creekside Partners underperformed the S&P 500 by β0.1% annually on this DSI position. Timing score: 60% (3/5 decisions correct). Average cost basis: $112.29. Maximum drawdown during holding period: β6.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $107.13 (2024 Q3) Β· Worst: $125.29 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 4 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 1.34% 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