REPL β€” REPLIMUNE GROUP INC

Ownership history in Walleye Capital LLC  Β·  12 quarters on record

This page tracks every 13F SEC filing in which Walleye Capital LLC reported a position in REPLIMUNE GROUP INC (REPL). 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.

Position Intelligence

Walleye Capital LLC Γ— REPL AI Analytics

πŸ“‰ Walleye Capital LLC underperformed the S&P 500 by –10.1% annually on this REPL position. Timing score: 27% (3/11 decisions correct). Average cost basis: $12.21. Maximum drawdown during holding period: –82.0%.

πŸ“ˆ Position Alpha vs SPY
-10.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 10.1% ann.
11 quarters analyzed

⏱️ Timing Score
27%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
3 of 11 add/trim decisions correct

πŸ’° Entry Quality
$12.21
-20.4% vs current ($9.72)

Best entry: $4.19 (2025 Q3)  Β·  Worst: $23.22 (2023 Q2)

πŸ›‘οΈ Drawdown Resilience
–82.0%
max drawdown while held

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

πŸ’ͺ Fund Conviction
50%
buy-side decisions

6 adds Β· 6 trims. Bought during 2 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% 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)    REPL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 16,800 -69,400 -80.5% 0.00% $163K $9.72
2025 Q4 ADDED 86,200 +83,400 +2978.6% 0.00% $838K $9.72
2025 Q3 REDUCED 2,800 -18,255 -86.7% 0.00% $12K $4.19
2025 Q3 REDUCED 21,055 -39,145 -65.0% 0.00% $88K $4.19
2025 Q3 ADDED 60,200 +10,446 +21.0% 0.00% $252K $4.19
2024 Q2 ADDED 49,754 +46,754 +1558.5% 0.00% $448K $9.00
2024 Q1 REDUCED 3,000 -27,251 -90.1% 0.00% $25K $8.17
2024 Q1 ADDED 30,251 +19,551 +182.7% 0.00% $247K $8.17
2023 Q4 ADDED 10,700 +9,700 +970.0% 0.00% $90K $8.43
2023 Q4 REDUCED 1,000 -29,058 -96.7% 0.00% $8K $8.43
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