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 TRAVEL PLUS LEISURE CO (TNL). 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. outperformed the S&P 500 by +1.1% annually on this TNL position. Timing score: 60% (3/5 decisions correct). Average cost basis: $45.14. Maximum drawdown during holding period: β7.2%.
β
Outperformed SPY on this position by 1.1% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $41.96 (2024 Q2) Β· Worst: $50.32 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 1 trim. Bought during 1 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