WDC β€” WESTERN DIGITAL CORP.

Ownership history in Rivermont Capital Management LP  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Rivermont Capital Management LP reported a position in WESTERN DIGITAL CORP. (WDC). 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
7.15% (2025 Q3)
πŸ“Š Avg. % of fund
5.64%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

Rivermont Capital Management LP Γ— WDC AI Analytics

πŸ“ˆ Rivermont Capital Management LP outperformed the S&P 500 by +197.8% annually on this WDC position. Timing score: 25% (1/4 decisions correct). Average cost basis: $64.87. Maximum drawdown during holding period: –21.7%.

πŸ“ˆ Position Alpha vs SPY
+197.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 197.8% per year on this position.
4 quarters analyzed

⏱️ Timing Score
25%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct

πŸ’° Entry Quality
$64.87
+165.4% vs current ($172.19)

Best entry: $44.88 (2024 Q4)  Β·  Worst: $119.91 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–21.7%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Rivermont Capital Management LP has been actively increasing its WDC allocation β€” a bullish signal from insiders.
Currently 6.31% 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)    WDC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 154,309 -71,232 -31.6% 6.31% $26.6M $172.19
2025 Q3 ADDED 225,541 +52,455 +30.3% 7.15% $27.1M $119.91
2025 Q1 REDUCED 173,086 -36,959 -17.6% 3.54% $7.0M $40.26
2024 Q4 ADDED 210,045 +9,068 +4.5% 4.72% $12.5M $44.88
2024 Q3 INITIATED 200,977 β€” β€” 6.47% $13.7M $51.40
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