Ownership history in MERITAGE PORTFOLIO MANAGEMENT Β· 8 quarters on record
This page tracks every 13F SEC filing in which MERITAGE PORTFOLIO MANAGEMENT reported a position in LADDER CAPITAL CORP (LADR). 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 MERITAGE PORTFOLIO MANAGEMENT underperformed the S&P 500 by β10.3% annually on this LADR position. Timing score: 50% (3/6 decisions correct). Average cost basis: $9.98. Maximum drawdown during holding period: β3.7%.
β Significantly underperformed the S&P 500 by 10.3% ann.
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $9.98 (2024 Q2) Β· Worst: $9.98 (2024 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 6 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.19% 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