Ownership history in Oak Thistle LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Oak Thistle LLC reported a position in GATES INDL CORP PLC (GTES). 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 Oak Thistle LLC outperformed the S&P 500 by +21.5% annually on this GTES position. Timing score: 60% (3/5 decisions correct). Average cost basis: $19.11. Maximum drawdown during holding period: β10.5%.
π₯ Exceptional β beat the S&P 500 by 21.5% per year on this position.
4 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $13.48 (2023 Q2) Β· Worst: $24.82 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 2 trims. Bought during 2 of 2 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 0.22% 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