META β€” META PLATFORMS INC

Ownership history in Revisor Wealth Management LLC  Β·  10 quarters on record

This page tracks every 13F SEC filing in which Revisor Wealth Management LLC reported a position in META PLATFORMS INC (META). 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
1.21% (2024 Q4)
πŸ“Š Avg. % of fund
0.86%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
10

Position Intelligence

Revisor Wealth Management LLC Γ— META AI Analytics

πŸ“ˆ Revisor Wealth Management LLC outperformed the S&P 500 by +16.6% annually on this META position. Timing score: 62% (5/8 decisions correct). Average cost basis: $573.25. Maximum drawdown during holding period: –10.4%.

πŸ“ˆ Position Alpha vs SPY
+16.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 16.6% per year on this position.
8 quarters analyzed

⏱️ Timing Score
62%

βœ… Decent timing β€” more right than wrong on entries and exits.
5 of 8 add/trim decisions correct

πŸ’° Entry Quality
$573.25
+15.1% vs current ($659.53)

Best entry: $482.31 (2024 Q1)  Β·  Worst: $736.36 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–10.4%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

6 adds Β· 4 trims. Bought during 2 of 3 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 0.86% 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)    META 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 ADDED 4,906 +1,846 +60.3% 0.86% $3.2M $659.53
2025 Q3 REDUCED 3,060 -356 -10.4% 0.77% $2.2M $733.15
2025 Q2 ADDED 3,416 +705 +26.0% 0.90% $2.5M $736.36
2025 Q1 ADDED 2,711 +492 +22.2% 0.69% $1.6M $574.57
2024 Q4 REDUCED 2,219 -574 -20.6% 1.21% $1.3M $583.17
2024 Q3 ADDED 2,793 +441 +18.8% 1.00% $1.6M $569.69
2024 Q2 REDUCED 2,352 -2,403 -50.5% 0.82% $1.2M $501.32
2024 Q1 ADDED 4,755 +3,006 +171.9% 0.91% $2.0M $482.31
2023 Q4 REDUCED 1,749 -1,844 -51.3% 0.71% $619K $351.20
2023 Q3 INITIATED 3,593 β€” β€” 0.70% $762K β€”

🏒 Other funds also holding META

As of 2025 Q4 β€” sorted by position size

Newlands Management Operations LLC 3Y 33.34% GOBI CAPITAL LLC 3Y 7Y 22.47% Concentrum Wealth Management 3Y 7Y 21.77% RV Capital AG 3Y 7Y 20.95% OGBORNE CAPITAL MANAGEMENT, LLC 3Y 7Y 20.69% CAT ROCK CAPITAL MANAGEMENT LP 3Y 7Y 20.4% TB Alternative Assets Ltd. 3Y 7Y 18.72% Theleme Partners LLP 3Y 7Y 18.52% Altimeter Capital Management, LP 3Y 7Y 18.28% SP Asset Management LLC 3Y 17.9%
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