Ownership history in PRINCIPAL SECURITIES, INC. Β· 5 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in CADELER A S (CDLR). 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 PRINCIPAL SECURITIES, INC. underperformed the S&P 500 by β44.8% annually on this CDLR position. Average cost basis: $22.99. Maximum drawdown during holding period: β30.2%.
β Significantly underperformed the S&P 500 by 44.8% ann.
4 quarters analyzed
Best entry: $19.87 (2025 Q2) Β· Worst: $28.18 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 0 trims. Bought during 0 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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