Ownership history in Pingora Partners LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Pingora Partners LLC reported a position in BRISTOL-MYERS SQUIBB CO (BMY). 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 Pingora Partners LLC underperformed the S&P 500 by β5.6% annually on this BMY position. Timing score: 40% (2/5 decisions correct). Average cost basis: $50.48. Maximum drawdown during holding period: β24.3%.
β Significantly underperformed the S&P 500 by 5.6% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $43.97 (2025 Q3) Β· Worst: $53.31 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
6 adds Β· 1 trim. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.12% 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