Ownership history in OAKMONT Corp Β· 7 quarters on record
This page tracks every 13F SEC filing in which OAKMONT Corp reported a position in FAIR ISAAC CORP (FICO). 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 OAKMONT Corp underperformed the S&P 500 by β24.6% annually on this FICO position. Timing score: 80% (4/5 decisions correct). Average cost basis: $1931.09. Maximum drawdown during holding period: β24.8%.
β Significantly underperformed the S&P 500 by 24.6% ann.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $1690.62 (2025 Q4) Β· Worst: $1943.52 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 4 trims. Bought during 0 of 3 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 7.1% 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