GMED β€” Globus Medical A

Ownership history in Global Alpha Capital Management Ltd.  Β·  36 quarters on record

This page tracks every 13F SEC filing in which Global Alpha Capital Management Ltd. reported a position in Globus Medical A (GMED). 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
4.92% (2024 Q4)
πŸ“Š Avg. % of fund
2.79%
πŸ“… First filed
2017 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
36

Position Intelligence

Global Alpha Capital Management Ltd. Γ— GMED AI Analytics

πŸ“ˆ Global Alpha Capital Management Ltd. outperformed the S&P 500 by +2.0% annually on this GMED position. Timing score: 57% (20/35 decisions correct). Average cost basis: $54.29. Maximum drawdown during holding period: –36.0%.

πŸ“ˆ Position Alpha vs SPY
+2.0%
annualised excess return

βœ… Outperformed SPY on this position by 2.0% ann.
11 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
20 of 35 add/trim decisions correct

πŸ’° Entry Quality
$54.29
+60.8% vs current ($87.31)

Best entry: $29.62 (2017 Q1)  Β·  Worst: $77.53 (2021 Q2)

πŸ›‘οΈ Drawdown Resilience
–36.0%
max drawdown while held

πŸ’ͺ Held through 5 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
64%
buy-side decisions

23 adds Β· 13 trims. Bought during 6 of 13 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.55% 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)    GMED price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 666,696 -478,895 -41.8% 3.55% $58.2M $87.31
2025 Q3 ADDED 1,145,591 +90,500 +8.6% 3.75% $65.6M $57.27
2025 Q2 ADDED 1,055,091 +347,400 +49.1% 3.88% $62.3M $59.02
2025 Q1 REDUCED 707,691 -111,700 -13.6% 3.77% $51.8M $73.20
2024 Q4 REDUCED 819,391 -65,750 -7.4% 4.92% $67.8M $82.71
2024 Q3 REDUCED 885,141 -73,800 -7.7% 4.11% $63.3M $71.54
2024 Q2 ADDED 958,941 +31,200 +3.4% 4.79% $65.7M $68.49
2024 Q1 ADDED 927,741 +199,440 +27.4% 3.70% $49.8M $53.64
2023 Q4 ADDED 728,301 +379,040 +108.5% 3.12% $38.8M $53.29
2023 Q3 REDUCED 349,261 -170,500 -32.8% 1.74% $17.3M $49.65
26 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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