FLUT β€” FLUTTER ENTMT PLC

Ownership history in DNCA FINANCE  Β·  7 quarters on record

This page tracks every 13F SEC filing in which DNCA FINANCE reported a position in FLUTTER ENTMT PLC (FLUT). 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
10.63% (2024 Q3)
πŸ“Š Avg. % of fund
7.0%
πŸ“… First filed
2024 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
7

Position Intelligence

DNCA FINANCE Γ— FLUT AI Analytics

πŸ“‰ DNCA FINANCE underperformed the S&P 500 by –18.1% annually on this FLUT position. Timing score: 40% (2/5 decisions correct). Average cost basis: $254.00. Maximum drawdown during holding period: –24.7%.

πŸ“ˆ Position Alpha vs SPY
-18.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 18.1% ann.
5 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct

πŸ’° Entry Quality
$254.00
-15.3% vs current ($215.04)

Best entry: $254.00 (2025 Q3)  Β·  Worst: $254.00 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–24.7%
max drawdown while held

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

πŸ’ͺ Fund Conviction
29%
buy-side decisions

2 adds Β· 5 trims. Bought during 1 of 3 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.75% 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)    FLUT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 138,989 -142,058 -50.5% 1.75% $30.2M $215.04
2025 Q3 ADDED 281,047 +30,596 +12.2% 5.01% $73.2M $254.00
2025 Q2 REDUCED 250,451 -182,494 -42.2% 5.41% $70.8M $285.76
2025 Q1 REDUCED 432,945 -57,806 -11.8% 7.87% $94.7M $221.55
2024 Q4 REDUCED 490,751 -35,324 -6.7% 9.91% $127.3M $258.45
2024 Q3 REDUCED 526,075 -11,043 -2.1% 10.63% $124.0M $237.28
2024 Q2 INITIATED 537,118 β€” β€” 8.42% $98.1M β€”
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