NPK β€” NATIONAL PRESTO INDS INC

Ownership history in J. Goldman & Co LP  Β·  5 quarters on record

This page tracks every 13F SEC filing in which J. Goldman & Co LP reported a position in NATIONAL PRESTO INDS INC (NPK). 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
0.38% (2025 Q2)
πŸ“Š Avg. % of fund
0.27%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

J. Goldman & Co LP Γ— NPK AI Analytics

πŸ“‰ J. Goldman & Co LP underperformed the S&P 500 by –6.0% annually on this NPK position. Timing score: 75% (3/4 decisions correct). Average cost basis: $91.49. Maximum drawdown during holding period: –9.8%.

πŸ“ˆ Position Alpha vs SPY
-6.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 6.0% ann.
4 quarters analyzed

⏱️ Timing Score
75%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct

πŸ’° Entry Quality
$91.49
+15.8% vs current ($105.98)

Best entry: $87.27 (2025 Q1)  Β·  Worst: $97.25 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–9.8%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ J. Goldman & Co LP has been actively increasing its NPK allocation β€” a bullish signal from insiders.
Currently 0.3% 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)    NPK price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 105,919 -24,726 -18.9% 0.30% $11.3M $105.98
2025 Q3 REDUCED 130,645 -29,547 -18.4% 0.37% $14.7M $111.33
2025 Q2 ADDED 160,192 +47,972 +42.7% 0.38% $15.7M $97.25
2025 Q1 ADDED 112,220 +91,315 +436.8% 0.24% $9.9M $87.27
2024 Q4 INITIATED 20,905 β€” β€” 0.05% $2.1M $96.72
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