ELAN β€” ELANCO ANIMAL HEALTH INC

Ownership history in DDD Partners, LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which DDD Partners, LLC reported a position in ELANCO ANIMAL HEALTH INC (ELAN). 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.

πŸ” Peak position
2.52% (2025 Q2)
πŸ“Š Avg. % of fund
1.75%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

DDD Partners, LLC Γ— ELAN AI Analytics

πŸ“ˆ DDD Partners, LLC outperformed the S&P 500 by +58.8% annually on this ELAN position. Timing score: 75% (3/4 decisions correct). Average cost basis: $11.88. Maximum drawdown during holding period: –13.3%.

πŸ“ˆ Position Alpha vs SPY
+58.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 58.8% per year on this position.
4 quarters analyzed

⏱️ Timing Score
75%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct

πŸ’° Entry Quality
$11.88
+90.5% vs current ($22.63)

Best entry: $10.50 (2025 Q1)  Β·  Worst: $20.14 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–13.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
80%
buy-side decisions

4 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ DDD Partners, LLC has been actively increasing its ELAN allocation β€” a bullish signal from insiders.
Currently 1.34% of portfolio

⚠ 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.

% of Fund (quarterly)    ELAN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 927,018 -826,351 -47.1% 1.34% $21.0M $22.63
2025 Q3 ADDED 1,753,369 +108,941 +6.6% 2.24% $35.3M $20.14
2025 Q2 ADDED 1,644,428 +151,436 +10.1% 2.52% $23.5M $14.28
2025 Q1 ADDED 1,492,992 +999,716 +202.7% 1.90% $15.7M $10.50
2024 Q4 INITIATED 493,276 β€” β€” 0.73% $6.0M $12.11
← Back to DDD Partners, LLC Holdings