TRMD β€” TORM PLC

Ownership history in SUMMIT SECURITIES GROUP LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in TORM PLC (TRMD). 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.

πŸ” Peak position
0.01% (2025 Q3)
πŸ“Š Avg. % of fund
0.0%
πŸ“… First filed
2022 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
4

Position Intelligence

SUMMIT SECURITIES GROUP LLC Γ— TRMD AI Analytics

πŸ“‰ SUMMIT SECURITIES GROUP LLC underperformed the S&P 500 by –84.0% annually on this TRMD position. Average cost basis: $20.05. Maximum drawdown during holding period: –33.2%.

πŸ“ˆ Position Alpha vs SPY
-84.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 84.0% ann.
2 quarters analyzed

πŸ’° Entry Quality
$20.05
-2.4% vs current ($19.57)

Best entry: $19.57 (2025 Q3)  Β·  Worst: $22.44 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–33.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
75%
buy-side decisions

3 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ 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.

% of Fund (quarterly)    TRMD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,200 +1,001 +503.0% 0.01% $25K $19.57
2025 Q1 REDUCED 199 -101 -33.7% 0.00% $3K $15.00
2023 Q4 ADDED 300 +200 +200.0% 0.00% $9K $22.44
2022 Q4 INITIATED 100 β€” β€” 0.00% $3K β€”

🏒 Other funds also holding TRMD

As of 2025 Q4 β€” sorted by position size

OAKTREE CAPITAL MANAGEMENT LP 3Y 7Y 7.5% FEARNLEY ASSET MANAGEMENT AS 1.86% Midwest Professional Planners, LTD. 3Y 7Y 0.42% COMMONS CAPITAL, LLC 3Y 0.35% PSI Advisors, LLC 3Y 0.29% Persistent Asset Partners Ltd 0.27% FOLKETRYGDFONDET 3Y 7Y 0.11% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.1% VIRTUS ADVISERS, LLC 3Y 7Y 0.09% CastleKnight Management LP 3Y 0.09%
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