Ownership history in KABOUTER MANAGEMENT, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which KABOUTER MANAGEMENT, LLC reported a position in STERIS PLC (STE). 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 KABOUTER MANAGEMENT, LLC underperformed the S&P 500 by β6.8% annually on this STE position. Timing score: 36% (4/11 decisions correct). Average cost basis: $234.26. Maximum drawdown during holding period: β31.3%.
β Significantly underperformed the S&P 500 by 6.8% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 11 add/trim decisions correct
Best entry: $234.26 (2021 Q4) Β· Worst: $234.26 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
1 add Β· 11 trims. Bought during 0 of 5 down-price quarters. π Predominantly trimming β distribution phase.
π KABOUTER MANAGEMENT, LLC has been actively increasing its STE allocation β a bullish signal from insiders.
Currently 7.21% 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