Ownership history in McBroom & Associates, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which McBroom & Associates, LLC reported a position in COPART INC (CPRT). 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 McBroom & Associates, LLC underperformed the S&P 500 by β7.5% annually on this CPRT position. Timing score: 60% (9/15 decisions correct). Average cost basis: $39.41. Maximum drawdown during holding period: β32.4%.
β Significantly underperformed the S&P 500 by 7.5% ann.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 15 add/trim decisions correct
Best entry: $30.44 (2022 Q4) Β· Worst: $57.39 (2024 Q4)
πͺ Held through 2 major drawdowns (>20%).
8 adds Β· 8 trims. Bought during 4 of 10 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.43% 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