CAVA β€” CAVA GROUP INC

Ownership history in Trexquant Investment LP  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Trexquant Investment LP reported a position in CAVA GROUP INC (CAVA). 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
0.34% (2024 Q3)
πŸ“Š Avg. % of fund
0.15%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7

Position Intelligence

Trexquant Investment LP Γ— CAVA AI Analytics

πŸ“‰ Trexquant Investment LP underperformed the S&P 500 by –42.0% annually on this CAVA position. Timing score: 60% (3/5 decisions correct). Average cost basis: $116.01. Maximum drawdown during holding period: –51.2%.

πŸ“ˆ Position Alpha vs SPY
-42.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 42.0% ann.
5 quarters analyzed

⏱️ Timing Score
60%

βœ… Decent timing β€” more right than wrong on entries and exits.
3 of 5 add/trim decisions correct

πŸ’° Entry Quality
$116.01
-47.9% vs current ($60.41)

Best entry: $92.75 (2024 Q2)  Β·  Worst: $123.85 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–51.2%
max drawdown while held

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

πŸ’ͺ Fund Conviction
57%
buy-side decisions

4 adds Β· 3 trims. Bought during 1 of 4 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.02% 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)    CAVA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 28,362 -77,766 -73.3% 0.02% $1.7M $60.41
2025 Q2 REDUCED 106,128 -72,024 -40.4% 0.10% $8.9M $84.23
2025 Q1 REDUCED 178,152 -47,610 -21.1% 0.18% $15.4M $86.41
2024 Q4 ADDED 225,762 +7,239 +3.3% 0.30% $25.5M $112.80
2024 Q3 ADDED 218,523 +155,765 +248.2% 0.34% $27.1M $123.85
2024 Q2 ADDED 62,758 +51,495 +457.2% 0.09% $5.8M $92.75
2024 Q1 INITIATED 11,263 β€” β€” 0.02% $789K β€”
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