CAC CAMDEN NATIONAL CORP COM

Ownership history in DELPHI MANAGEMENT INC /MA/  ·  34 quarters on record

AI Ownership Summary

DELPHI MANAGEMENT INC /MA/ reported CAMDEN NATIONAL CORP COM (CAC) in 34 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.55% in 2026 Q1. The latest visible filing shows CAC at 1.55% 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 CAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DELPHI MANAGEMENT INC /MA/'s position in CAMDEN NATIONAL CORP COM, 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
2026 Q1

CAC was reported at 1.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.55% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

How DELPHI MANAGEMENT INC /MA/ held CAC — position size vs. price
% of Fund (quarterly)    CAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 27,375 -8,413 -23.5% 1.55% $1K 2026-04-20 $50.43
2025 Q4 REDUCED 35,788 -247 -0.7% 1.51% $2K 2026-01-21 $46.87
2025 Q3 ADDED 36,035 +4,247 +13.4% 1.29% $1K 2025-10-15 $36.40
2025 Q2 ADDED 31,788 +19,493 +158.5% 1.25% $1K 2025-07-07 $41.41
2025 Q1 ADDED 12,295 +4,426 +56.2% 0.51% $498 2025-04-08 $34.76
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DELPHI MANAGEMENT INC /MA/ and CAC

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

How long has DELPHI MANAGEMENT INC /MA/ reported owning CAC?

DELPHI MANAGEMENT INC /MA/ reported CAC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CAC position in DELPHI MANAGEMENT INC /MA/'s portfolio?

The largest reported portfolio weight for CAC was 1.55% in 2026 Q1.

What is the latest reported CAC position on this page?

The most recent filing on this page is 2026 Q1, when DELPHI MANAGEMENT INC /MA/ reported 27,375 shares, equal to 1.55% of portfolio, with an estimated market value of $1K.

What does the chart on this CAC ownership page compare?

The chart compares DELPHI MANAGEMENT INC /MA/'s quarterly CAC 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.

← Back to DELPHI MANAGEMENT INC /MA/ Holdings