SCL β€” Stepan Co

Ownership history in Dean Capital Management  Β·  31 quarters on record

This page tracks every 13F SEC filing in which Dean Capital Management reported a position in Stepan Co (SCL). 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
2.24% (2014 Q1)
πŸ“Š Avg. % of fund
1.05%
πŸ“… First filed
2011 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
31

Position Intelligence

Dean Capital Management Γ— SCL AI Analytics

πŸ“‰ Dean Capital Management underperformed the S&P 500 by –43.4% annually on this SCL position. Timing score: 35% (9/26 decisions correct). Average cost basis: $68.72. Maximum drawdown during holding period: –58.9%.

πŸ“ˆ Position Alpha vs SPY
-43.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 43.4% ann.
11 quarters analyzed

⏱️ Timing Score
35%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
9 of 26 add/trim decisions correct

πŸ’° Entry Quality
$68.72
-31.6% vs current ($46.99)

Best entry: $45.85 (2012 Q4)  Β·  Worst: $114.17 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–58.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

14 adds Β· 14 trims. Bought during 7 of 17 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

πŸ“ˆ Dean Capital Management has been actively increasing its SCL allocation β€” a bullish signal from insiders.
Currently 0.59% 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)    SCL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 29,144 -274 -0.9% 0.59% $1.4M $46.99
2025 Q3 REDUCED 29,418 -7,035 -19.3% 0.55% $1.4M $46.92
2025 Q2 ADDED 36,453 +21,704 +147.2% 0.82% $2.0M $53.27
2025 Q1 ADDED 14,749 +6,370 +76.0% 0.35% $812K $53.35
2024 Q4 REDUCED 8,379 -37 -0.4% 0.23% $542K $62.32
2024 Q3 REDUCED 8,416 -230 -2.7% 0.28% $650K $74.04
2024 Q2 REDUCED 8,646 -6,137 -41.5% 0.93% $726K $80.08
2024 Q1 ADDED 14,783 +1,383 +10.3% 0.77% $1.3M $85.50
2023 Q4 REDUCED 13,400 -1,322 -9.0% 0.78% $1.3M $89.40
2023 Q3 ADDED 14,722 +1,886 +14.7% 0.83% $1.1M $70.57
21 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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