PSMT β€” PriceSmart Inc

Ownership history in LSV ASSET MANAGEMENT  Β·  8 quarters on record

This page tracks every 13F SEC filing in which LSV ASSET MANAGEMENT reported a position in PriceSmart Inc (PSMT). 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
0.05% (2024 Q4)
πŸ“Š Avg. % of fund
0.04%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
8

Position Intelligence

LSV ASSET MANAGEMENT Γ— PSMT AI Analytics

πŸ“ˆ LSV ASSET MANAGEMENT outperformed the S&P 500 by +11.0% annually on this PSMT position. Timing score: 33% (2/6 decisions correct). Average cost basis: $80.56. Maximum drawdown during holding period: –4.0%.

πŸ“ˆ Position Alpha vs SPY
+11.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 11.0% per year on this position.
6 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct

πŸ’° Entry Quality
$80.56
+49.8% vs current ($120.65)

Best entry: $79.27 (2024 Q2)  Β·  Worst: $80.97 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–4.0%
max drawdown while held

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

πŸ’ͺ Fund Conviction
38%
buy-side decisions

3 adds Β· 5 trims. Bought during 1 of 2 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.03% 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)    PSMT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 122,510 -45,516 -27.1% 0.03% $14.8M $120.65
2025 Q2 REDUCED 168,026 -41,827 -19.9% 0.04% $17.6M $103.98
2025 Q1 REDUCED 209,853 -13,799 -6.2% 0.04% $18.4M $86.96
2024 Q4 REDUCED 223,652 -3,626 -1.6% 0.05% $20.6M $90.61
2024 Q3 REDUCED 227,278 -7,293 -3.1% 0.04% $20.9M $90.23
2024 Q2 ADDED 234,571 +52,600 +28.9% 0.04% $19.0M $79.27
2024 Q1 ADDED 181,971 +164,449 +938.5% 0.03% $15.3M $80.97
2023 Q4 INITIATED 17,522 β€” β€” 0.00% $1.3M β€”
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