PLUSTICK MANAGEMENT LLC COMM COMMSCOPE HLDG CO INC

Ownership history in PLUSTICK MANAGEMENT LLC  ·  6 quarters on record

AI Ownership Summary

PLUSTICK MANAGEMENT LLC reported COMMSCOPE HLDG CO INC (COMM) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 7.49% in 2025 Q2. The latest visible filing shows COMM at 1.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this COMM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PLUSTICK MANAGEMENT LLC's position in COMMSCOPE HLDG CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

COMM was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.49% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PLUSTICK MANAGEMENT LLC held COMM — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 150,000 -600,000 -80.0% 1.20% $2.7M 2026-02-14 (Est.) $19.20
2025 Q3 REDUCED 750,000 -775,000 -50.8% 4.87% $11.6M 2025-11-14 $16.78
2025 Q2 UNCHANGED 1,525,000 0% 7.49% $12.6M 2025-08-14 $15.07
2025 Q1 UNCHANGED 1,525,000 0% 5.90% $8.1M 2025-05-15 $5.71
2024 Q4 ADDED 1,525,000 +75,000 +5.2% 5.00% $7.9M 2025-02-14 $5.08
2024 Q3 INITIATED 1,450,000 6.72% $8.9M 2024-11-14 $4.44

FAQ About PLUSTICK MANAGEMENT LLC and COMM

These are the practical questions this page is built to answer before you even open the full history table.

How long has PLUSTICK MANAGEMENT LLC reported owning COMM?

PLUSTICK MANAGEMENT LLC reported COMM across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported COMM position in PLUSTICK MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for COMM was 7.49% in 2025 Q2.

What is the latest reported COMM position on this page?

The most recent filing on this page is 2025 Q4, when PLUSTICK MANAGEMENT LLC reported 150,000 shares, equal to 1.20% of portfolio, with an estimated market value of $2.7M.

What does the chart on this COMM ownership page compare?

The chart compares PLUSTICK MANAGEMENT LLC's quarterly COMM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PLUSTICK MANAGEMENT LLC time their COMM position?

Based on 13F filing dates vs. subsequent COMM price moves, PLUSTICK MANAGEMENT LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on COMM relative to SPY over the holding period was +185.0%.

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