PCAR β€” PACCAR INC

Ownership history in WORLDQUANT MILLENNIUM ADVISORS LLC  Β·  24 quarters on record

This page tracks every 13F SEC filing in which WORLDQUANT MILLENNIUM ADVISORS LLC reported a position in PACCAR INC (PCAR). 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.

πŸ” Peak position
0.84% (2023 Q1)
πŸ“Š Avg. % of fund
0.28%
πŸ“… First filed
2018 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
24

Position Intelligence

WORLDQUANT MILLENNIUM ADVISORS LLC Γ— PCAR AI Analytics

πŸ“ˆ WORLDQUANT MILLENNIUM ADVISORS LLC outperformed the S&P 500 by +2.7% annually on this PCAR position. Timing score: 47% (9/19 decisions correct). Average cost basis: $59.52. Maximum drawdown during holding period: –22.4%.

πŸ“ˆ Position Alpha vs SPY
+2.7%
annualised excess return

βœ… Outperformed SPY on this position by 2.7% ann.
22 quarters analyzed

⏱️ Timing Score
47%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
9 of 19 add/trim decisions correct

πŸ’° Entry Quality
$59.52
+62.1% vs current ($96.51)

Best entry: $29.39 (2018 Q4)  Β·  Worst: $96.70 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–22.4%
max drawdown while held

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

πŸ’ͺ Fund Conviction
52%
buy-side decisions

11 adds Β· 10 trims. Bought during 3 of 7 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 0.03% 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)    PCAR 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 64,315 +36,642 +132.4% 0.03% $6.3M $96.51
2025 Q1 ADDED 27,673 +1,956 +7.6% 0.02% $2.7M $94.93
2024 Q4 REDUCED 25,717 -50,022 -66.0% 0.02% $2.7M $101.10
2024 Q3 ADDED 75,739 +42,084 +125.0% 0.05% $7.5M $93.00
2024 Q2 ADDED 33,655 +760 +2.3% 0.03% $3.5M $96.70
2023 Q3 REDUCED 32,895 -436,856 -93.0% 0.04% $2.8M $76.61
2023 Q2 REDUCED 469,751 -148,843 -24.1% 0.67% $39.3M $75.14
2023 Q1 ADDED 618,594 +264,451 +74.7% 0.84% $45.3M $65.52
2022 Q4 ADDED 354,143 +134,239 +61.0% 0.80% $35.0M $58.86
2022 Q3 ADDED 219,904 +206,176 +1501.9% 0.45% $18.4M $48.24
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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