Ownership history in FOX RUN MANAGEMENT, L.L.C. Β· 13 quarters on record
This page tracks every 13F SEC filing in which FOX RUN MANAGEMENT, L.L.C. reported a position in DYNATRACE INC (DT). 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 FOX RUN MANAGEMENT, L.L.C. underperformed the S&P 500 by β19.0% annually on this DT position. Timing score: 42% (5/12 decisions correct). Average cost basis: $46.61. Maximum drawdown during holding period: β34.4%.
β Significantly underperformed the S&P 500 by 19.0% ann.
12 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 12 add/trim decisions correct
Best entry: $39.44 (2022 Q2) Β· Worst: $58.42 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 5 trims. Bought during 3 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.36% 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