Ownership history in ROYCE & ASSOCIATES LP Β· 65 quarters on record
This page tracks every 13F SEC filing in which ROYCE & ASSOCIATES LP reported a position in Hilltop Holdings, Inc. COM (HTH). 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 ROYCE & ASSOCIATES LP underperformed the S&P 500 by β2.1% annually on this HTH position. Timing score: 52% (32/62 decisions correct). Average cost basis: $15.50. Maximum drawdown during holding period: β41.2%.
β οΈ Trailed SPY by 2.1% ann. on this position.
64 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
32 of 62 add/trim decisions correct
Best entry: $8.14 (2010 Q3) Β· Worst: $33.76 (2025 Q4)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
25 adds Β· 38 trims. Bought during 13 of 28 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.1% 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