Ownership history in FORMULA GROWTH LTD Β· 5 quarters on record
This page tracks every 13F SEC filing in which FORMULA GROWTH LTD reported a position in ADTALEM GLOBAL ED INC (ATGE). 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 FORMULA GROWTH LTD outperformed the S&P 500 by +8.3% annually on this ATGE position. Timing score: 33% (1/3 decisions correct). Average cost basis: $90.85. Maximum drawdown during holding period: β33.0%.
π₯ Exceptional β beat the S&P 500 by 8.3% per year on this position.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $90.85 (2024 Q4) Β· Worst: $90.85 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
1 add Β· 3 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.01% 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