Ownership history in SRH ADVISORS, LLC Β· 48 quarters on record
This page tracks every 13F SEC filing in which SRH ADVISORS, LLC reported a position in MICROSOFT CORP (MSFT). 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 SRH ADVISORS, LLC outperformed the S&P 500 by +11.4% annually on this MSFT position. Timing score: 78% (25/32 decisions correct). Average cost basis: $73.06. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 11.4% per year on this position.
47 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
25 of 32 add/trim decisions correct
Best entry: $34.19 (2014 Q1) Β· Worst: $482.52 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
21 adds Β· 12 trims. Bought during 5 of 11 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.76% 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