Ownership history in Westhampton Capital, LLC Β· 27 quarters on record
This page tracks every 13F SEC filing in which Westhampton Capital, LLC reported a position in WD-40 CO (WDFC). 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 Westhampton Capital, LLC underperformed the S&P 500 by β10.5% annually on this WDFC position. Timing score: 46% (6/13 decisions correct). Average cost basis: $195.92. Maximum drawdown during holding period: β46.0%.
β Significantly underperformed the S&P 500 by 10.5% ann.
25 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 13 add/trim decisions correct
Best entry: $195.92 (2025 Q4) Β· Worst: $195.92 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 13 trims. Bought during 0 of 11 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.51% 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