Ownership history in Marathon Strategic Advisors, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Marathon Strategic Advisors, LLC reported a position in Calamos Convertible Opportunit (CHI). 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 Marathon Strategic Advisors, LLC underperformed the S&P 500 by β11.0% annually on this CHI position. Timing score: 83% (5/6 decisions correct). Average cost basis: $10.01. Maximum drawdown during holding period: β18.2%.
β Significantly underperformed the S&P 500 by 11.0% ann.
6 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 6 add/trim decisions correct
Best entry: $8.61 (2025 Q1) Β· Worst: $10.53 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.22% 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.