RGR β€” STURM RUGER & CO INC

Ownership history in Mariner, LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Mariner, LLC reported a position in STURM RUGER & CO INC (RGR). 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.

Position Intelligence

Mariner, LLC Γ— RGR AI Analytics

πŸ“‰ Mariner, LLC underperformed the S&P 500 by –74.7% annually on this RGR position. Timing score: 25% (1/4 decisions correct). Average cost basis: $40.85. Maximum drawdown during holding period: –34.7%.

πŸ“ˆ Position Alpha vs SPY
-74.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 74.7% ann.
4 quarters analyzed

⏱️ Timing Score
25%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct

πŸ’° Entry Quality
$40.85
+6.0% vs current ($43.32)

Best entry: $35.61 (2025 Q2)  Β·  Worst: $54.56 (2023 Q1)

πŸ›‘οΈ Drawdown Resilience
–34.7%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
80%
buy-side decisions

4 adds Β· 1 trim. Bought during 3 of 3 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

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

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% 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)    RGR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,817 -7,926 -42.3% 0.00% $470K $43.32
2025 Q2 ADDED 18,743 +11,050 +143.6% 0.00% $673K $35.61
2025 Q1 ADDED 7,693 +2,499 +48.1% 0.00% $302K $38.79
2024 Q1 ADDED 5,194 +830 +19.0% 0.00% $240K $44.79
2023 Q1 INITIATED 4,364 β€” β€” 0.00% $251K $54.56
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