CUMBERLAND ADVISORS INC MAT — MATTEL INC

Ownership history in CUMBERLAND ADVISORS INC  ·  28 quarters on record

AI Ownership Summary

CUMBERLAND ADVISORS INC reported MATTEL INC (MAT) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.8% in 2023 Q4. The latest visible filing shows MAT at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CUMBERLAND ADVISORS INC's position in MATTEL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MAT was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MAT stock page CUMBERLAND ADVISORS INC fund profile CUMBERLAND ADVISORS INC full holdings
How CUMBERLAND ADVISORS INC held MAT — position size vs. price
% of Fund (quarterly)    MAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 45.6% -26.8% ✅ 43,000 -36,000 -45.6% 0.32% $853K 2026-02-02 $21.24
2025 Q3 REDUCED — — — 79,000 -1,000 -1.2% 0.51% $1.3M 2025-11-12 $19.60
2025 Q2 REDUCED — — — 80,000 -1,800 -2.2% 0.66% $1.6M 2025-08-07 $17.29
2025 Q1 UNCHANGED — — — 81,800 — 0% 0.72% $1.6M 2025-05-09 $17.24
2024 Q4 REDUCED 15.5% +9.6% ❌ 81,800 -15,000 -15.5% 0.58% $1.5M 2025-01-08 $18.43
2024 Q3 ADDED — — — 96,800 +4,000 +4.3% 0.73% $1.8M 2024-10-16 $18.70
2024 Q2 REDUCED — — — 92,800 -3,500 -3.6% 0.62% $1.5M 2024-07-10 $16.31
2024 Q1 REDUCED — — — 96,300 -2,000 -2.0% 0.71% $1.9M 2024-04-15 $18.09
2023 Q4 UNCHANGED — — — 98,300 — 0% 0.80% $1.9M 2024-01-29 $18.32
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MAT

As of 2026 Q1 — sorted by position size

Impact Investors, Inc 0.17% K.J. Harrison & Partners Inc 3Y 7Y 0.12% UHLMANN PRICE SECURITIES, LLC 0.09% REXFORD CAPITAL INC 0.06% THOMPSON INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.05% Y-Intercept (Hong Kong) Ltd 3Y 0.05% AlphaQuest LLC 0.05% Westmount Partners, LLC 0.05% Investors Research Corp 3Y 7Y 0.03% Louisiana State Employees Retirement System 3Y 7Y 0.02%

FAQ About CUMBERLAND ADVISORS INC and MAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CUMBERLAND ADVISORS INC reported owning MAT?

CUMBERLAND ADVISORS INC reported MAT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MAT position in CUMBERLAND ADVISORS INC's portfolio?

The largest reported portfolio weight for MAT was 0.80% in 2023 Q4.

What is the latest reported MAT position on this page?

The most recent filing on this page is 2025 Q4, when CUMBERLAND ADVISORS INC reported 43,000 shares, equal to 0.32% of portfolio, with an estimated market value of $853K.

What does the chart on this MAT ownership page compare?

The chart compares CUMBERLAND ADVISORS INC's quarterly MAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CUMBERLAND ADVISORS INC time their MAT position?

Based on 13F filing dates vs. subsequent MAT price moves, CUMBERLAND ADVISORS INC correctly timed 8 out of 18 reported position changes (44%). The annualised alpha on MAT relative to SPY over the holding period was -7.0%.

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