Potomac Capital Management, Inc. KVHI KVH INDUSTRIES INC

Ownership history in Potomac Capital Management, Inc.  ·  11 quarters on record

AI Ownership Summary

Potomac Capital Management, Inc. reported KVH INDUSTRIES INC (KVHI) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.28% in 2023 Q4. The latest visible filing shows KVHI at 3.63% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KVHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Potomac Capital Management, Inc.'s position in KVH INDUSTRIES 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
2026 Q1

KVHI was reported at 3.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.28% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Potomac Capital Management, Inc. held KVHI — position size vs. price
% of Fund (quarterly)    KVHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 465,900 -700 -0.2% 3.63% $4.2M 2026-05-14 $10.90
2025 Q4 REDUCED 33.3% +28.6% 466,600 -232,600 -33.3% 2.61% $3.3M 2026-02-11 $6.04
2023 Q4 REDUCED 699,200 -15,055 -2.1% 4.28% $3.7M 2024-02-15 $5.19
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Potomac Capital Management, Inc. and KVHI

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

How long has Potomac Capital Management, Inc. reported owning KVHI?

Potomac Capital Management, Inc. reported KVHI across 3 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported KVHI position in Potomac Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for KVHI was 4.28% in 2023 Q4.

What is the latest reported KVHI position on this page?

The most recent filing on this page is 2026 Q1, when Potomac Capital Management, Inc. reported 465,900 shares, equal to 3.63% of portfolio, with an estimated market value of $4.2M.

What does the chart on this KVHI ownership page compare?

The chart compares Potomac Capital Management, Inc.'s quarterly KVHI 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 Potomac Capital Management, Inc. time their KVHI position?

Based on 13F filing dates vs. subsequent KVHI price moves, Potomac Capital Management, Inc. correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on KVHI relative to SPY over the holding period was -6.4%.

← Back to Potomac Capital Management, Inc. Holdings