HMY β€” HARMONY GOLD MNG LTD

Ownership history in WOLVERINE TRADING, LLC  Β·  80 quarters on record

This page tracks every 13F SEC filing in which WOLVERINE TRADING, LLC reported a position in HARMONY GOLD MNG LTD (HMY). 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

WOLVERINE TRADING, LLC Γ— HMY AI Analytics

πŸ“ˆ WOLVERINE TRADING, LLC outperformed the S&P 500 by +34.4% annually on this HMY position. Timing score: 53% (41/78 decisions correct). Average cost basis: $6.23. Maximum drawdown during holding period: –54.8%.

πŸ“ˆ Position Alpha vs SPY
+34.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 34.4% per year on this position.
20 quarters analyzed

⏱️ Timing Score
53%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
41 of 78 add/trim decisions correct

πŸ’° Entry Quality
$6.23
+191.3% vs current ($18.15)

Best entry: $1.47 (2018 Q2)  Β·  Worst: $18.15 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–54.8%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
54%
buy-side decisions

43 adds Β· 36 trims. Bought during 10 of 14 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)    HMY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 173,900 +122,600 +239.0% 0.00% $3.2M $18.15
2025 Q3 ADDED 51,300 +19,400 +60.8% 0.00% $936K $18.15
2025 Q2 ADDED 31,900 +6,596 +26.1% 0.00% $427K $13.97
2025 Q2 REDUCED 25,304 -71,296 -73.8% 0.00% $339K $13.97
2025 Q2 ADDED 96,600 +85,998 +811.1% 0.00% $1.3M $13.97
2025 Q1 REDUCED 10,602 -53,498 -83.5% 0.00% $149K $14.66
2025 Q1 ADDED 64,100 +49,000 +324.5% 0.00% $901K $14.66
2025 Q1 REDUCED 15,100 -31,600 -67.7% 0.00% $212K $14.66
2024 Q4 ADDED 46,700 +30,302 +184.8% 0.00% $380K $8.15
2024 Q4 REDUCED 16,398 -19,302 -54.1% 0.00% $133K $8.15
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