Ownership history in WASATCH ADVISORS LP Β· 33 quarters on record
This page tracks every 13F SEC filing in which WASATCH ADVISORS LP reported a position in Addus HomeCare Corp. COM (ADUS). 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 WASATCH ADVISORS LP outperformed the S&P 500 by +229.8% annually on this ADUS position. Timing score: 41% (13/32 decisions correct). Average cost basis: $74.85. Maximum drawdown during holding period: β40.3%.
π₯ Exceptional β beat the S&P 500 by 229.8% per year on this position.
32 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
13 of 32 add/trim decisions correct
Best entry: $4.10 (2010 Q4) Β· Worst: $133.03 (2024 Q3)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
17 adds Β· 16 trims. Bought during 7 of 14 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.58% 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