Ownership history in Mariner, LLC Β· 22 quarters on record
This page tracks every 13F SEC filing in which Mariner, LLC reported a position in SQUARE INC (XYZ). 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 Mariner, LLC underperformed the S&P 500 by β2.0% annually on this XYZ position. Timing score: 60% (12/20 decisions correct). Average cost basis: $89.88. Maximum drawdown during holding period: β81.8%.
β οΈ Trailed SPY by 2.0% ann. on this position.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 20 add/trim decisions correct
Best entry: $54.33 (2025 Q1) Β· Worst: $227.05 (2021 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 10 trims. Bought during 6 of 10 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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