R Squared Ltd ITRN — ITURAN LOCATION AND CONTROL

Ownership history in R Squared Ltd  ·  5 quarters on record

AI Ownership Summary

R Squared Ltd reported ITURAN LOCATION AND CONTROL (ITRN) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.4% in 2025 Q4. The latest visible filing shows ITRN at 0.18% 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 ITRN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was R Squared Ltd's position in ITURAN LOCATION AND CONTROL, 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

ITRN was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2025 Q4

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

Time in book
Holding Window
2024 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.

ITRN stock page R Squared Ltd fund profile R Squared Ltd full holdings
How R Squared Ltd held ITRN — position size vs. price
% of Fund (quarterly)    ITRN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,560 -13,202 -66.8% 0.18% $322K 2026-04-29 $55.41
2025 Q4 ADDED — — — 19,762 +9,202 +87.1% 0.40% $850K 2026-01-30 $43.31
2025 Q3 ADDED — — — 10,560 +4,975 +89.1% 0.16% $377K 2025-11-12 $36.52
2025 Q2 ADDED — — — 5,585 +1,825 +48.5% 0.12% $216K 2025-07-31 $37.35
2024 Q4 INITIATED — — — 3,760 — — 0.11% $117K 2025-01-23 $31.08

🏢 Other funds also holding ITRN

As of 2026 Q1 — sorted by position size

DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.51% J.M. Arbour, LLC 0.84% Analyst IMS Investment Management Services Ltd. 3Y 7Y 0.52% Severin Investments, LLC 0.3% Values First Advisors, Inc. 3Y 0.29% DGS Capital Management, LLC 3Y 0.24% River Road Asset Management, LLC 3Y 7Y 0.17% Inspire Investing, LLC 3Y 7Y 0.13% Centurion Wealth Management LLC 3Y 0.06% CWA Asset Management Group, LLC 3Y 7Y 0.05%

FAQ About R Squared Ltd and ITRN

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

How long has R Squared Ltd reported owning ITRN?

R Squared Ltd reported ITRN across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ITRN position in R Squared Ltd's portfolio?

The largest reported portfolio weight for ITRN was 0.40% in 2025 Q4.

What is the latest reported ITRN position on this page?

The most recent filing on this page is 2026 Q1, when R Squared Ltd reported 6,560 shares, equal to 0.18% of portfolio, with an estimated market value of $322K.

What does the chart on this ITRN ownership page compare?

The chart compares R Squared Ltd's quarterly ITRN 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 R Squared Ltd time their ITRN position?

Based on 13F filing dates vs. subsequent ITRN price moves, R Squared Ltd correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on ITRN relative to SPY over the holding period was +38.3%.

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