Ownership history in RD Lewis Holdings, Inc. Β· 5 quarters on record
This page tracks every 13F SEC filing in which RD Lewis Holdings, Inc. reported a position in COMMERCIAL METALS CO (CMC). 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 RD Lewis Holdings, Inc. outperformed the S&P 500 by +21.2% annually on this CMC position. Timing score: 75% (3/4 decisions correct). Average cost basis: $49.82. Maximum drawdown during holding period: β6.6%.
π₯ Exceptional β beat the S&P 500 by 21.2% per year on this position.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $45.60 (2025 Q1) Β· Worst: $69.06 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π RD Lewis Holdings, Inc. has been actively increasing its CMC allocation β a bullish signal from insiders.
Currently 2.9% 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