Ownership history in MACQUARIE GROUP LTD Β· 52 quarters on record
This page tracks every 13F SEC filing in which MACQUARIE GROUP LTD reported a position in SA COM (CCU). 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 MACQUARIE GROUP LTD underperformed the S&P 500 by β13.2% annually on this CCU position. Timing score: 50% (22/44 decisions correct). Average cost basis: $14.51. Maximum drawdown during holding period: β53.7%.
β Significantly underperformed the S&P 500 by 13.2% ann.
51 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
22 of 44 add/trim decisions correct
Best entry: $9.96 (2010 Q2) Β· Worst: $19.69 (2018 Q3)
πͺ Held through 2 major drawdowns (>20%).
15 adds Β· 30 trims. Bought during 5 of 24 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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