Ownership history in Perpetual Ltd Β· 13 quarters on record
This page tracks every 13F SEC filing in which Perpetual Ltd reported a position in FREEPORT-MCMORAN COPPER & GO (FCX). 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 Perpetual Ltd outperformed the S&P 500 by +50.9% annually on this FCX position. Timing score: 50% (6/12 decisions correct). Average cost basis: $39.43. Maximum drawdown during holding period: β23.6%.
π₯ Exceptional β beat the S&P 500 by 50.9% per year on this position.
12 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 12 add/trim decisions correct
Best entry: $10.87 (2017 Q2) Β· Worst: $48.90 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 6 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
π Perpetual Ltd has been actively increasing its FCX allocation β a bullish signal from insiders.
Currently 1.87% 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