SHOO β€” MADDEN STEVEN LTD

Ownership history in Holocene Advisors, LP  Β·  24 quarters on record

This page tracks every 13F SEC filing in which Holocene Advisors, LP reported a position in MADDEN STEVEN LTD (SHOO). 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
0.02% (2021 Q1)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2018 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
24

Position Intelligence

Holocene Advisors, LP Γ— SHOO AI Analytics

πŸ“‰ Holocene Advisors, LP underperformed the S&P 500 by –3.9% annually on this SHOO position. Timing score: 64% (14/22 decisions correct). Average cost basis: $25.87. Maximum drawdown during holding period: –54.4%.

πŸ“ˆ Position Alpha vs SPY
-3.9%
annualised excess return

⚠️ Trailed SPY by 3.9% ann. on this position.
22 quarters analyzed

⏱️ Timing Score
64%

βœ… Decent timing β€” more right than wrong on entries and exits.
14 of 22 add/trim decisions correct

πŸ’° Entry Quality
$25.87
+28.0% vs current ($33.12)

Best entry: $17.37 (2020 Q3)  Β·  Worst: $39.85 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–54.4%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
58%
buy-side decisions

14 adds Β· 10 trims. Bought during 6 of 9 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% 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)    SHOO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 34,600 -33,458 -49.2% 0.00% $1.2M $33.12
2025 Q2 ADDED 68,058 +2,818 +4.3% 0.00% $1.6M $23.56
2025 Q1 ADDED 65,240 +45,454 +229.7% 0.01% $1.7M $25.96
2024 Q3 REDUCED 19,786 -7,454 -27.4% 0.00% $969K $47.16
2024 Q2 REDUCED 27,240 -12,731 -31.9% 0.00% $1.2M $40.52
2023 Q4 ADDED 39,971 +3,356 +9.2% 0.01% $1.7M $39.85
2023 Q3 REDUCED 36,615 -11,250 -23.5% 0.01% $1.2M $29.99
2023 Q2 REDUCED 47,865 -23,224 -32.7% 0.01% $1.6M $30.65
2023 Q1 ADDED 71,089 +24,429 +52.4% 0.01% $2.6M $33.54
2022 Q4 ADDED 46,660 +21,435 +85.0% 0.01% $1.5M $29.60
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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