Waratah Capital Advisors Ltd. FOXA — TWENTY FIRST CENTY FOX INC

Ownership history in Waratah Capital Advisors Ltd.  ·  7 quarters on record

AI Ownership Summary

Waratah Capital Advisors Ltd. reported TWENTY FIRST CENTY FOX INC (FOXA) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.6% in 2025 Q1. The latest visible filing shows FOXA at 0.48% 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 FOXA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Waratah Capital Advisors Ltd.'s position in TWENTY FIRST CENTY FOX INC, 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

FOXA was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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.

FOXA stock page Waratah Capital Advisors Ltd. fund profile Waratah Capital Advisors Ltd. full holdings
How Waratah Capital Advisors Ltd. held FOXA — position size vs. price
% of Fund (quarterly)    FOXA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 189,988 +170,514 +875.6% 0.48% $11.9M 2026-11-06 $66.64
2025 Q4 REDUCED 86.3% -19.7% ✅ 19,474 -122,552 -86.3% 0.05% $1.4M 2026-02-09 $62.27
2025 Q3 REDUCED 54.4% +17.1% ❌ 142,026 -169,117 -54.4% 0.16% $9.0M 2025-11-10 $65.91
2025 Q2 REDUCED 21.0% +12.7% ❌ 311,143 -82,468 -21.0% 0.46% $17.4M 2025-08-11 $53.75
2025 Q1 ADDED — — — 393,611 +382,911 +3578.6% 0.60% $22.3M 2025-05-13 $54.48
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FOXA

As of 2026 Q3 — sorted by position size

Empirical Capital Management, LLC 3Y 7Y 12.76% Beacon Harbor Wealth Advisors, Inc. 3Y 7Y 1.72% Capelight Capital Asset Management LP 1.69% Hudson Canyon Capital Management 3Y 1.59% Greystone Financial Group, LLC 3Y 1.21% Board of the Pension Protection Fund 1.1% Sustainable Insight Capital Management, LLC 3Y 7Y 1.04% GREAT LAKES ADVISORS, LLC 3Y 7Y 0.92% Counterpoint Mutual Funds LLC 3Y 0.89% Semanteon Capital Management, LP 0.84%

FAQ About Waratah Capital Advisors Ltd. and FOXA

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

How long has Waratah Capital Advisors Ltd. reported owning FOXA?

Waratah Capital Advisors Ltd. reported FOXA across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported FOXA position in Waratah Capital Advisors Ltd.'s portfolio?

The largest reported portfolio weight for FOXA was 0.60% in 2025 Q1.

What is the latest reported FOXA position on this page?

The most recent filing on this page is 2026 Q3, when Waratah Capital Advisors Ltd. reported 189,988 shares, equal to 0.48% of portfolio, with an estimated market value of $11.9M.

What does the chart on this FOXA ownership page compare?

The chart compares Waratah Capital Advisors Ltd.'s quarterly FOXA 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 Waratah Capital Advisors Ltd. time their FOXA position?

Based on 13F filing dates vs. subsequent FOXA price moves, Waratah Capital Advisors Ltd. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on FOXA relative to SPY over the holding period was -5.6%.

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