Ownership history in Inlet Private Wealth, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Inlet Private Wealth, LLC reported a position in VITESSE ENERGY INC (VTS). 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 Inlet Private Wealth, LLC underperformed the S&P 500 by β15.5% annually on this VTS position. Timing score: 78% (7/9 decisions correct). Average cost basis: $18.28. Maximum drawdown during holding period: β15.8%.
β Significantly underperformed the S&P 500 by 15.5% ann.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 9 add/trim decisions correct
Best entry: $17.52 (2023 Q2) Β· Worst: $22.21 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 3 trims. Bought during 1 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.21% 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