KF β€” KOREA FD INC

Ownership history in Mraz, Amerine & Associates, Inc.  Β·  8 quarters on record

This page tracks every 13F SEC filing in which Mraz, Amerine & Associates, Inc. reported a position in KOREA FD INC (KF). 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.

πŸ” Peak position
0.37% (2025 Q4)
πŸ“Š Avg. % of fund
0.23%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
8

Position Intelligence

Mraz, Amerine & Associates, Inc. Γ— KF AI Analytics

πŸ“ˆ Mraz, Amerine & Associates, Inc. outperformed the S&P 500 by +21.3% annually on this KF position. Timing score: 67% (4/6 decisions correct). Average cost basis: $21.18. Maximum drawdown during holding period: –21.8%.

πŸ“ˆ Position Alpha vs SPY
+21.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 21.3% per year on this position.
6 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 6 add/trim decisions correct

πŸ’° Entry Quality
$21.18
+71.5% vs current ($36.32)

Best entry: $17.73 (2024 Q4)  Β·  Worst: $29.42 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–21.8%
max drawdown while held

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

πŸ’ͺ Fund Conviction
100%
buy-side decisions

7 adds Β· 0 trims. Bought during 2 of 2 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 0.37% 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)    KF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 68,288 β€” 0% 0.37% $2.5M $36.32
2025 Q3 ADDED 68,288 +100 +0.1% 0.33% $2.1M $29.42
2025 Q2 ADDED 68,188 +2,980 +4.6% 0.29% $1.8M $25.90
2025 Q1 ADDED 65,208 +3,097 +5.0% 0.23% $1.3M $19.19
2024 Q4 ADDED 62,111 +12,901 +26.2% 0.20% $1.1M $17.73
2024 Q3 ADDED 49,210 +13,185 +36.6% 0.20% $1.1M $21.36
2024 Q2 ADDED 36,025 +22,675 +169.9% 0.18% $869K $22.66
2024 Q1 INITIATED 13,350 β€” β€” 0.06% $339K β€”
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