Ownership history in DF DENT & CO INC Β· 16 quarters on record
This page tracks every 13F SEC filing in which DF DENT & CO INC reported a position in GOOSEHEAD INSURANCE, INC. (GSHD). 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 DF DENT & CO INC outperformed the S&P 500 by +3.0% annually on this GSHD position. Timing score: 33% (5/15 decisions correct). Average cost basis: $50.19. Maximum drawdown during holding period: β56.3%.
β
Outperformed SPY on this position by 3.0% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 15 add/trim decisions correct
Best entry: $32.50 (2022 Q4) Β· Worst: $105.51 (2025 Q2)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
10 adds Β· 6 trims. Bought during 8 of 8 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.11% 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