Ownership history in DF DENT & CO INC Β· 51 quarters on record
This page tracks every 13F SEC filing in which DF DENT & CO INC reported a position in JACOBS ENGINEERING CP INC COM (J). 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 +3.1% annually on this J position. Timing score: 43% (16/37 decisions correct). Average cost basis: $36.42. Maximum drawdown during holding period: β66.2%.
β
Outperformed SPY on this position by 3.1% ann.
49 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
16 of 37 add/trim decisions correct
Best entry: $28.72 (2009 Q4) Β· Worst: $111.07 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
21 adds Β· 18 trims. Bought during 10 of 21 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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