Stoic Point Capital Management LLC BETR β€” BETTER HOME & FINANCE HOLDIN

Ownership history in Stoic Point Capital Management LLC  Β·  1 quarter on record

AI Ownership Summary

Stoic Point Capital Management LLC reported BETTER HOME & FINANCE HOLDIN (BETR) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.45% in 2026 Q1. The latest visible filing shows BETR at 0.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BETR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stoic Point Capital Management LLC's position in BETTER HOME & FINANCE HOLDIN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BETR was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Stoic Point Capital Management LLC held BETR β€” position size vs. price
% of Fund (quarterly)    BETR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 13,100 β€” β€” 0.45% $467K 2026-05-18 $25.05

🏒 Other funds also holding BETR

As of 2026 Q2 β€” sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About Stoic Point Capital Management LLC and BETR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stoic Point Capital Management LLC reported owning BETR?

Stoic Point Capital Management LLC reported BETR across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported BETR position in Stoic Point Capital Management LLC's portfolio?

The largest reported portfolio weight for BETR was 0.45% in 2026 Q1.

What is the latest reported BETR position on this page?

The most recent filing on this page is 2026 Q1, when Stoic Point Capital Management LLC reported 13,100 shares, equal to 0.45% of portfolio, with an estimated market value of $467K.

What does the chart on this BETR ownership page compare?

The chart compares Stoic Point Capital Management LLC's quarterly BETR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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