Ownership history in Hood River Capital Management LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Hood River Capital Management LLC reported a position in DAVE INC (DAVE). 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 Hood River Capital Management LLC outperformed the S&P 500 by +242.3% annually on this DAVE position. Timing score: 80% (4/5 decisions correct). Average cost basis: $84.35. Maximum drawdown during holding period: β25.7%.
π₯ Exceptional β beat the S&P 500 by 242.3% per year on this position.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $39.96 (2024 Q3) Β· Worst: $221.41 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 1 trim. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Hood River Capital Management LLC has been actively increasing its DAVE allocation β a bullish signal from insiders.
Currently 2.71% 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