Ownership history in Pacific Sage Partners, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Pacific Sage Partners, LLC reported a position in STRATEGY SHS (SSUS). 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 Pacific Sage Partners, LLC underperformed the S&P 500 by β5.3% annually on this SSUS position. Timing score: 60% (6/10 decisions correct). Average cost basis: $35.70. Maximum drawdown during holding period: β3.9%.
β Significantly underperformed the S&P 500 by 5.3% ann.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 10 add/trim decisions correct
Best entry: $33.36 (2023 Q3) Β· Worst: $48.75 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.84% 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