Ownership history in Minerva Advisors LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Minerva Advisors LLC reported a position in THRYV HOLDINGS INC (THRY). 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 Minerva Advisors LLC underperformed the S&P 500 by β15.5% annually on this THRY position. Timing score: 75% (6/8 decisions correct). Average cost basis: $17.21. Maximum drawdown during holding period: β85.3%.
β Significantly underperformed the S&P 500 by 15.5% ann.
20 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 8 add/trim decisions correct
Best entry: $13.50 (2020 Q4) Β· Worst: $18.77 (2023 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 7 trims. Bought during 1 of 12 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.6% 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