FCN β€” FTI CONSULTING INC

Ownership history in PRINCIPAL SECURITIES, INC.  Β·  8 quarters on record

This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in FTI CONSULTING INC (FCN). 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.

Position Intelligence

PRINCIPAL SECURITIES, INC. Γ— FCN AI Analytics

πŸ“‰ PRINCIPAL SECURITIES, INC. underperformed the S&P 500 by –33.9% annually on this FCN position. Timing score: 75% (3/4 decisions correct). Average cost basis: $186.96. Maximum drawdown during holding period: –29.0%.

πŸ“ˆ Position Alpha vs SPY
-33.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 33.9% ann.
6 quarters analyzed

⏱️ Timing Score
75%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct

πŸ’° Entry Quality
$186.96
-13.5% vs current ($161.65)

Best entry: $161.50 (2025 Q2)  Β·  Worst: $210.29 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–29.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

3 adds Β· 3 trims. Bought during 1 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ 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.

% of Fund (quarterly)    FCN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 22 -15 -40.5% 0.00% $4K $161.65
2025 Q2 ADDED 37 +11 +42.3% 0.00% $6K $161.50
2025 Q1 UNCHANGED 26 β€” 0% 0.00% $5K $164.08
2024 Q4 UNCHANGED 26 β€” 0% 0.00% $5K $191.13
2024 Q3 REDUCED 26 -1 -3.7% 0.00% $6K $227.56
2024 Q2 REDUCED 27 -12 -30.8% 0.00% $6K $215.53
2024 Q1 ADDED 39 +12 +44.4% 0.00% $8K $210.29
2023 Q4 INITIATED 27 β€” β€” 0.00% $5K β€”

🏒 Other funds also holding FCN

As of 2025 Q4 β€” sorted by position size

Black Creek Investment Management Inc. 3Y 7Y 9.09% Greenvale Capital LLP 3Y 7Y 5.6% Nitorum Capital, L.P. 3Y 7Y 3.09% Montanaro Asset Management Ltd 3Y 2.38% Van Berkom & Associates Inc. 3Y 7Y 2.36% Mawer Investment Management Ltd. 3Y 7Y 2.21% Laurus Global Equity Management Inc. 3Y 1.65% KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3Y 7Y 1.54% Running Oak Capital LLC 3Y 1.47% TILIA FIDUCIARY PARTNERS, INC. 3Y 1.3%
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