Ownership history in Highview Capital Management LLC/DE/ Β· 17 quarters on record
This page tracks every 13F SEC filing in which Highview Capital Management LLC/DE/ reported a position in SPDR S&P MIDCAP 400 ETF TR (MDY). 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 Highview Capital Management LLC/DE/ underperformed the S&P 500 by β8.9% annually on this MDY position. Timing score: 46% (6/13 decisions correct). Average cost basis: $473.94. Maximum drawdown during holding period: β21.6%.
β Significantly underperformed the S&P 500 by 8.9% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 13 add/trim decisions correct
Best entry: $384.66 (2022 Q3) Β· Worst: $561.55 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 7 trims. Bought during 2 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 1.72% 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