Summit Global Investments FOX — FOX CORP C

Ownership history in Summit Global Investments  ·  12 quarters on record

AI Ownership Summary

Summit Global Investments reported FOX CORP C (FOX) in 12 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.13% in 2026 Q3. The latest visible filing shows FOX at 0.13% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FOX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Global Investments's position in FOX CORP C, 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 Q3

FOX was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q3

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.

FOX stock page Summit Global Investments fund profile Summit Global Investments full holdings
How Summit Global Investments held FOX — position size vs. price
% of Fund (quarterly)    FOX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 46,609 +23,439 +101.2% 0.13% $3K 2026-10-28 $56.35
2026 Q2 REDUCED 22.8% +21.3% ❌ 23,170 -6,852 -22.8% 0.06% $1K 2026-08-03 $52.36
2026 Q1 REDUCED — — — 30,022 -650 -2.1% 0.09% $2K 2026-05-07 $56.22
2025 Q4 ADDED — — — 30,672 +6,319 +25.9% 0.12% $2.0M 2026-02-18 $51.73
2025 Q3 ADDED — — — 24,353 +5,656 +30.3% 0.08% $1.4M 2025-11-03 $56.73
2025 Q2 ADDED — — — 18,697 +10,635 +131.9% 0.06% $965K 2025-08-12 $50.37
2025 Q1 REDUCED 76.2% -2.1% ✅ 8,062 -25,818 -76.2% 0.03% $425K 2025-04-07 $43.85
2024 Q4 ADDED — — — 33,880 +14,099 +71.3% 0.10% $1.6M 2025-02-11 $49.53
2024 Q3 REDUCED 72.6% +18.8% ❌ 19,781 -52,426 -72.6% 0.05% $768K 2024-10-31 $38.17
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FOX

As of 2026 Q3 — sorted by position size

COOPER INVESTORS PTY LTD 12.67% F&V Capital Management, LLC 3Y 7Y 3.76% CACTI ASSET MANAGEMENT LLC 3Y 7Y 2.43% RBA Wealth Management, LLC 3Y 7Y 1.74% Transmarket Holdings LP 1.57% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.52% Westwind Capital 3Y 7Y 0.38% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 0.16% Perpetual Ltd 3Y 7Y 0.13% Horizon Advisory Services, Inc. 0.13%

FAQ About Summit Global Investments and FOX

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

How long has Summit Global Investments reported owning FOX?

Summit Global Investments reported FOX across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported FOX position in Summit Global Investments's portfolio?

The largest reported portfolio weight for FOX was 0.13% in 2026 Q3.

What is the latest reported FOX position on this page?

The most recent filing on this page is 2026 Q3, when Summit Global Investments reported 46,609 shares, equal to 0.13% of portfolio, with an estimated market value of $3K.

What does the chart on this FOX ownership page compare?

The chart compares Summit Global Investments's quarterly FOX 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.

How well did Summit Global Investments time their FOX position?

Based on 13F filing dates vs. subsequent FOX price moves, Summit Global Investments correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on FOX relative to SPY over the holding period was +143.9%.

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