Ownership history in Freestone Capital Holdings, LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which Freestone Capital Holdings, LLC reported a position in MOLSON COORS BREWING CO (TAP). 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 Freestone Capital Holdings, LLC underperformed the S&P 500 by β4.9% annually on this TAP position. Timing score: 56% (10/18 decisions correct). Average cost basis: $43.94. Maximum drawdown during holding period: β29.3%.
β οΈ Trailed SPY by 4.9% ann. on this position.
18 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 18 add/trim decisions correct
Best entry: $38.93 (2020 Q4) Β· Worst: $62.67 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 7 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 0.06% 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