Ownership history in Logan Stone Capital, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Logan Stone Capital, LLC reported a position in MEXICO FD INC (MXF). 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 Logan Stone Capital, LLC underperformed the S&P 500 by β7.6% annually on this MXF position. Timing score: 10% (1/10 decisions correct). Average cost basis: $14.31. Maximum drawdown during holding period: β28.5%.
β Significantly underperformed the S&P 500 by 7.6% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 10 add/trim decisions correct
Best entry: $12.23 (2024 Q4) Β· Worst: $17.11 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 4 trims. Bought during 4 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.19% 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