Narwhal Capital Management RELX β€” RELX PLC

Ownership history in Narwhal Capital Management  Β·  4 quarters on record

AI Ownership Summary

Narwhal Capital Management reported RELX PLC (RELX) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.55% in 2025 Q2. The latest visible filing shows RELX at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RELX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Narwhal Capital Management's position in RELX PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RELX was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Narwhal Capital Management held RELX β€” position size vs. price
% of Fund (quarterly)    RELX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 168,943 +19,926 +13.4% 0.41% $5.6M 2026-04-24 $36.53
2025 Q4 REDUCED β€” β€” β€” 149,017 -4,502 -2.9% 0.44% $6.0M 2026-01-30 $35.80
2025 Q3 ADDED β€” β€” β€” 153,519 +28,599 +22.9% 0.54% $7.3M 2025-10-24 $46.57
2025 Q2 INITIATED β€” β€” β€” 124,920 β€” β€” 0.55% $6.8M 2025-07-23 $52.81

FAQ About Narwhal Capital Management and RELX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Narwhal Capital Management reported owning RELX?

Narwhal Capital Management reported RELX across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported RELX position in Narwhal Capital Management's portfolio?

The largest reported portfolio weight for RELX was 0.55% in 2025 Q2.

What is the latest reported RELX position on this page?

The most recent filing on this page is 2026 Q1, when Narwhal Capital Management reported 168,943 shares, equal to 0.41% of portfolio, with an estimated market value of $5.6M.

What does the chart on this RELX ownership page compare?

The chart compares Narwhal Capital Management's quarterly RELX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Narwhal Capital Management time their RELX position?

Based on 13F filing dates vs. subsequent RELX price moves, Narwhal Capital Management correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on RELX relative to SPY over the holding period was -60.7%.

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