Ownership history in Pinnacle Holdings, LLC Β· 44 quarters on record
This page tracks every 13F SEC filing in which Pinnacle Holdings, LLC reported a position in Targa Resources Corp (TRGP). 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 +19.2% annually on this TRGP position. Timing score: 54% (22/41 decisions correct). Average cost basis: $27.80. Maximum drawdown during holding period: β89.2%.
π₯ Exceptional β beat the S&P 500 by 19.2% per year on this position.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
22 of 41 add/trim decisions correct
Best entry: $6.10 (2020 Q1) Β· Worst: $56.52 (2015 Q1)
πͺ Held through 2 major drawdowns (>20%).
13 adds Β· 29 trims. Bought during 6 of 13 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.41% 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