Ownership history in SOUTHEASTERN ASSET MANAGEMENT INC/TN/ Β· 7 quarters on record
This page tracks every 13F SEC filing in which SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported a position in Dole plc (DOLE). 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 SOUTHEASTERN ASSET MANAGEMENT INC/TN/ underperformed the S&P 500 by β19.1% annually on this DOLE position. Timing score: 25% (1/4 decisions correct). Average cost basis: $13.84. Maximum drawdown during holding period: β16.4%.
β Significantly underperformed the S&P 500 by 19.1% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $13.31 (2024 Q4) Β· Worst: $15.92 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 1 trim. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.29% 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