Logan Stone Capital, LLC MXF MEXICO FD INC

Ownership history in Logan Stone Capital, LLC  ·  13 quarters on record

AI Ownership Summary

Logan Stone Capital, LLC reported MEXICO FD INC (MXF) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.38% in 2025 Q1. The latest visible filing shows MXF at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MXF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Logan Stone Capital, LLC's position in MEXICO FD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MXF was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Logan Stone Capital, LLC held MXF — position size vs. price
% of Fund (quarterly)    MXF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 38,710 0% 0.22% $810K 2026-05-15 $21.63
2025 Q4 UNCHANGED 38,710 0% 0.19% $780K 2026-02-17 $22.19
2025 Q3 REDUCED 38,710 -300 -0.8% 0.35% $763K 2025-11-14 $18.51
2025 Q2 REDUCED 31.8% +12.5% 39,010 -18,185 -31.8% 0.32% $685K 2025-08-14 $17.17
2025 Q1 REDUCED 29.7% +25.3% 57,195 -24,122 -29.7% 0.38% $814K 2025-05-15 $15.25
2024 Q4 ADDED 81,317 +8,606 +11.8% 0.36% $1.1M 2025-02-14 $13.54
2024 Q3 ADDED 72,711 +3,000 +4.3% 0.27% $1.1M 2024-11-14 $12.40
2024 Q2 ADDED 69,711 +42,069 +152.2% 0.29% $1.1M 2024-08-14 $14.04
2024 Q1 ADDED 27,642 +4,091 +17.4% 0.11% $531K 2024-05-15 $16.58
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Logan Stone Capital, LLC and MXF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Logan Stone Capital, LLC reported owning MXF?

Logan Stone Capital, LLC reported MXF across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MXF position in Logan Stone Capital, LLC's portfolio?

The largest reported portfolio weight for MXF was 0.38% in 2025 Q1.

What is the latest reported MXF position on this page?

The most recent filing on this page is 2026 Q1, when Logan Stone Capital, LLC reported 38,710 shares, equal to 0.22% of portfolio, with an estimated market value of $810K.

What does the chart on this MXF ownership page compare?

The chart compares Logan Stone Capital, LLC's quarterly MXF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Logan Stone Capital, LLC time their MXF position?

Based on 13F filing dates vs. subsequent MXF price moves, Logan Stone Capital, LLC correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on MXF relative to SPY over the holding period was -5.1%.

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