NL β€” NL INDS INC

Ownership history in RENAISSANCE TECHNOLOGIES LLC  Β·  70 quarters on record

This page tracks every 13F SEC filing in which RENAISSANCE TECHNOLOGIES LLC reported a position in NL INDS INC (NL). 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.

πŸ” Peak position
0.01% (2005 Q4)
πŸ“Š Avg. % of fund
0.0%
πŸ“… First filed
1999 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
70

Position Intelligence

RENAISSANCE TECHNOLOGIES LLC Γ— NL AI Analytics

πŸ“ˆ RENAISSANCE TECHNOLOGIES LLC outperformed the S&P 500 by +11.2% annually on this NL position. Timing score: 54% (33/61 decisions correct). Average cost basis: $3.92. Maximum drawdown during holding period: –84.9%.

πŸ“ˆ Position Alpha vs SPY
+11.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 11.2% per year on this position.
69 quarters analyzed

⏱️ Timing Score
54%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
33 of 61 add/trim decisions correct

πŸ’° Entry Quality
$3.92
+37.2% vs current ($5.38)

Best entry: $1.34 (1999 Q1)  Β·  Worst: $7.18 (2022 Q2)

πŸ›‘οΈ Drawdown Resilience
–84.9%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
55%
buy-side decisions

34 adds Β· 28 trims. Bought during 16 of 32 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)    NL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 140,014 -9,500 -6.4% 0.00% $766K $5.38
2025 Q3 ADDED 149,514 +2,100 +1.4% 0.00% $920K $5.95
2025 Q2 REDUCED 147,414 -1,900 -1.3% 0.00% $943K $5.91
2025 Q1 UNCHANGED 149,314 β€” 0% 0.00% $1.2M $7.20
2024 Q4 REDUCED 149,314 -3,700 -2.4% 0.00% $1.2M $6.99
2024 Q3 ADDED 153,014 +1,100 +0.7% 0.00% $1.1M $6.61
2024 Q2 REDUCED 151,914 -5,345 -3.4% 0.00% $916K $4.98
2024 Q1 REDUCED 157,259 -11,102 -6.6% 0.00% $1.2M $5.98
2023 Q4 ADDED 168,361 +14,759 +9.6% 0.00% $945K $4.51
2023 Q3 ADDED 153,602 +11,688 +8.2% 0.00% $730K $3.77
60 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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