Ownership history in Pinnacle Holdings, LLC Β· 23 quarters on record
This page tracks every 13F SEC filing in which Pinnacle Holdings, LLC reported a position in Antero Midstream (AM). 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 Pinnacle Holdings, LLC outperformed the S&P 500 by +6.6% annually on this AM position. Timing score: 38% (8/21 decisions correct). Average cost basis: $2.24. Maximum drawdown during holding period: β14.8%.
π₯ Exceptional β beat the S&P 500 by 6.6% per year on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 21 add/trim decisions correct
Best entry: $1.18 (2020 Q1) Β· Worst: $11.00 (2023 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 14 trims. Bought during 3 of 4 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.68% 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