Ownership history in VR Advisory Services Ltd Β· 41 quarters on record
This page tracks every 13F SEC filing in which VR Advisory Services Ltd reported a position in TRANSPORTADORA DE GAS SUR (TGS). 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 VR Advisory Services Ltd outperformed the S&P 500 by +28.7% annually on this TGS position. Timing score: 89% (8/9 decisions correct). Average cost basis: $5.16. Maximum drawdown during holding period: β78.3%.
π₯ Exceptional β beat the S&P 500 by 28.7% per year on this position.
40 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 9 add/trim decisions correct
Best entry: $3.00 (2014 Q4) Β· Worst: $13.21 (2018 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
5 adds Β· 4 trims. Bought during 3 of 19 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.16% 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