SIF β€” SIFCO INDS INC

Ownership history in RENAISSANCE TECHNOLOGIES LLC  Β·  73 quarters on record

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

RENAISSANCE TECHNOLOGIES LLC Γ— SIF AI Analytics

πŸ“ˆ RENAISSANCE TECHNOLOGIES LLC outperformed the S&P 500 by +6.5% annually on this SIF position. Timing score: 51% (33/65 decisions correct). Average cost basis: $9.46. Maximum drawdown during holding period: –93.0%.

πŸ“ˆ Position Alpha vs SPY
+6.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 6.5% per year on this position.
72 quarters analyzed

⏱️ Timing Score
51%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
33 of 65 add/trim decisions correct

πŸ’° Entry Quality
$9.46
-41.0% vs current ($5.58)

Best entry: $2.25 (2020 Q1)  Β·  Worst: $31.02 (2014 Q2)

πŸ›‘οΈ Drawdown Resilience
–93.0%
max drawdown while held

πŸ’ͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
62%
buy-side decisions

41 adds Β· 25 trims. Bought during 23 of 42 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)    SIF 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 56,934 -900 -1.6% 0.00% $318K $5.58
2025 Q3 ADDED 57,834 +16,900 +41.3% 0.00% $407K $7.04
2025 Q2 REDUCED 40,934 -5,762 -12.3% 0.00% $153K $3.73
2025 Q1 REDUCED 46,696 -6,038 -11.4% 0.00% $129K $2.76
2024 Q4 ADDED 52,734 +7,900 +17.6% 0.00% $187K $3.55
2024 Q3 REDUCED 44,834 -700 -1.5% 0.00% $208K $4.65
2024 Q2 REDUCED 45,534 -15,200 -25.0% 0.00% $141K $3.10
2024 Q1 REDUCED 60,734 -7,300 -10.7% 0.00% $193K $3.18
2023 Q4 ADDED 68,034 +13,500 +24.8% 0.00% $309K $4.54
2023 Q3 REDUCED 54,534 -9,900 -15.4% 0.00% $200K $3.67
63 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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