The Cohorts · Quarterly vintage
Inception 2025-04-01 · 1.3 years held
Q2 2025 · Top 5.
On 2025-04-01, these 5 businesses were the 5most-undervalued names in our coverage universe by Mr. Market's protocol. We've held them, equal-weighted, since.
Q2 2025 · Top 5 · since inception
+76.5%
CAGR 52.6% annualised
S&P 500 · since inception
+39.4%
CAGR 28.1% annualised
Spread
+37.1%
This cohort has beaten the index.
Other cohorts at the same inception
The constituents.
Ranked, on the inception date, by Δ% to intrinsic value. Each holding is equal-weighted at 20.0% of the portfolio.
| Rank | Ticker | Entry price | Entry IV | Entry Δ% | Current price | Return | Contribution | |
|---|---|---|---|---|---|---|---|---|
| 1 | OXY | $47.93 | $453.38 | +842.7% | $55.09 | +14.9% | +3.0% | Read → |
| 2 | CAT | $324.86 | $2,392.72 | +638.3% | $876.54 | +169.8% | +34.0% | Read → |
| 3 | BAC | $40.37 | $247.88 | +510.5% | $62.90 | +55.8% | +11.2% | Read → |
| 4 | GOOGL | $156.43 | $924.17 | +500.1% | $377.65 | +141.4% | +28.3% | Read → |
| 5 | META | $583.64 | $2,709.28 | +372.0% | $587.94 | +0.7% | +0.1% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $324.86 → $876.54+169.8%
- GOOGL · $156.43 → $377.65+141.4%
- BAC · $40.37 → $62.90+55.8%