Ownership history in KENNEDY CAPITAL MANAGEMENT LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which KENNEDY CAPITAL MANAGEMENT LLC reported a position in ALPINE INCOME PROPERTY TRUST INC (PINE). 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 KENNEDY CAPITAL MANAGEMENT LLC underperformed the S&P 500 by β12.6% annually on this PINE position. Timing score: 62% (15/24 decisions correct). Average cost basis: $12.29. Maximum drawdown during holding period: β33.6%.
β Significantly underperformed the S&P 500 by 12.6% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
15 of 24 add/trim decisions correct
Best entry: $8.47 (2020 Q1) Β· Worst: $14.02 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 17 trims. Bought during 5 of 13 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.05% 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