Ownership history in SANTA MONICA PARTNERS LP Β· 33 quarters on record
This page tracks every 13F SEC filing in which SANTA MONICA PARTNERS LP reported a position in Bel Fuse Inc. - Class B Common Stock (BELFB). 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 SANTA MONICA PARTNERS LP outperformed the S&P 500 by +47.1% annually on this BELFB position. Maximum drawdown during holding period: β62.4%.
π₯ Exceptional β beat the S&P 500 by 47.1% per year on this position.
11 quarters analyzed
πͺ Held through 2 major drawdowns (>20%).
1 add Β· 2 trims. Bought during 0 of 10 down-price quarters. π Predominantly trimming β distribution phase.
π SANTA MONICA PARTNERS LP has been actively increasing its BELFB allocation β a bullish signal from insiders.
Currently 6.96% 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