The Cohorts · Quarterly vintage
Inception 2025-04-01 · 1.5 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
+70.8%
CAGR 44.0% annualised
S&P 500 · since inception
+38.0%
CAGR 24.6% annualised
Spread
+32.7%
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 | $47.71 | $430.98 | +800.3% | $58.84 | +23.3% | +4.7% | Read → |
| 2 | CAT | $324.86 | $2,269.27 | +600.2% | $808.99 | +149.0% | +29.8% | Read → |
| 3 | BAC | $40.16 | $235.39 | +482.7% | $57.73 | +43.7% | +8.7% | Read → |
| 4 | GOOGL | $156.33 | $876.56 | +469.5% | $349.54 | +123.6% | +24.7% | Read → |
| 5 | META | $583.64 | $2,570.19 | +347.7% | $665.75 | +14.1% | +2.8% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $324.86 → $808.99+149.0%
- GOOGL · $156.33 → $349.54+123.6%
- BAC · $40.16 → $57.73+43.7%