CLX β€” CLOROX CO DEL

Ownership history in SAPIENT CAPITAL LLC  Β·  8 quarters on record

This page tracks every 13F SEC filing in which SAPIENT CAPITAL LLC reported a position in CLOROX CO DEL (CLX). 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
0.01% (2023 Q4)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
8

Position Intelligence

SAPIENT CAPITAL LLC Γ— CLX AI Analytics

πŸ“‰ SAPIENT CAPITAL LLC underperformed the S&P 500 by –26.1% annually on this CLX position. Timing score: 40% (2/5 decisions correct). Average cost basis: $151.91. Maximum drawdown during holding period: –24.9%.

πŸ“ˆ Position Alpha vs SPY
-26.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 26.1% ann.
6 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct

πŸ’° Entry Quality
$151.91
-20.6% vs current ($120.69)

Best entry: $128.00 (2024 Q2)  Β·  Worst: $154.82 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–24.9%
max drawdown while held

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

πŸ’ͺ Fund Conviction
57%
buy-side decisions

4 adds Β· 3 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 0.0% 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)    CLX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,823 -20 -1.1% 0.00% $224K $120.69
2025 Q2 REDUCED 1,843 -3 -0.2% 0.00% $221K $116.34
2025 Q1 ADDED 1,846 +1 +0.1% 0.01% $272K $141.45
2024 Q4 ADDED 1,845 +20 +1.1% 0.01% $300K $154.82
2024 Q3 UNCHANGED 1,825 β€” 0% 0.01% $297K $154.11
2024 Q2 ADDED 1,825 +2 +0.1% 0.01% $249K $128.00
2024 Q1 REDUCED 1,823 -44 -2.4% 0.01% $279K $142.42
2023 Q4 INITIATED 1,867 β€” β€” 0.01% $266K β€”

🏒 Other funds also holding CLX

As of 2025 Q4 β€” sorted by position size

NUANCE INVESTMENTS, LLC 3Y 7Y 8.74% MAC Alpha Capital Management, LP 6.54% Night Squared LP 2.67% MONIMUS CAPITAL MANAGEMENT, LP 2.22% TAM Capital Management Inc. 3Y 7Y 1.96% Martin Capital Partners, LLC 3Y 7Y 1.72% Sone Capital Management, LLC 1.44% America First Investment Advisors, LLC 3Y 7Y 1.38% TOBAM 3Y 7Y 1.33% MASTERS CAPITAL MANAGEMENT LLC 3Y 7Y 1.3%
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