Ownership history in SHEETS SMITH WEALTH MANAGEMENT Β· 17 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in FRANCO-NEVADA CORP (FNV). 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 SHEETS SMITH WEALTH MANAGEMENT underperformed the S&P 500 by β1.9% annually on this FNV position. Timing score: 29% (4/14 decisions correct). Average cost basis: $90.81. Maximum drawdown during holding period: β15.1%.
β οΈ Trailed SPY by 1.9% ann. on this position.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 14 add/trim decisions correct
Best entry: $63.42 (2016 Q3) Β· Worst: $139.18 (2023 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 9 trims. Bought during 2 of 7 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% 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