Ownership history in INFRASTRUCTURE CAPITAL ADVISORS, LLC Β· 40 quarters on record
This page tracks every 13F SEC filing in which INFRASTRUCTURE CAPITAL ADVISORS, LLC reported a position in PLAINS ALL AMERN PIPELINE L (PAA). 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 INFRASTRUCTURE CAPITAL ADVISORS, LLC outperformed the S&P 500 by +2.2% annually on this PAA position. Timing score: 49% (18/37 decisions correct). Average cost basis: $12.86. Maximum drawdown during holding period: β79.8%.
β
Outperformed SPY on this position by 2.2% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
18 of 37 add/trim decisions correct
Best entry: $5.48 (2020 Q4) Β· Worst: $17.17 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
23 adds Β· 17 trims. Bought during 9 of 14 down-price quarters. π More buys than sells across the holding period.
π INFRASTRUCTURE CAPITAL ADVISORS, LLC has been actively increasing its PAA allocation β a bullish signal from insiders.
Currently 5.14% 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