The Cohorts · Quarterly vintage
Inception 2025-07-01 · 1.2 years held
Q3 2025 · Top 5.
On 2025-07-01, these 5 businesses were the 5most-undervalued names in our coverage universe by Mr. Market's protocol. We've held them, equal-weighted, since.
Q3 2025 · Top 5 · since inception
+48.8%
CAGR 38.6% annualised
S&P 500 · since inception
+25.0%
CAGR 20.1% annualised
Spread
+23.8%
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 | CVX | $138.51 | $1,353.86 | +893.7% | $209.51 | +51.3% | +10.3% | Read → |
| 2 | OXY | $41.80 | $368.43 | +799.2% | $58.84 | +40.8% | +8.2% | Read → |
| 3 | BAC | $46.88 | $300.89 | +553.0% | $57.73 | +23.1% | +4.6% | Read → |
| 4 | UNH | $315.69 | $1,896.86 | +528.2% | $376.90 | +19.4% | +3.9% | Read → |
| 5 | CAT | $386.02 | $2,293.66 | +498.3% | $808.99 | +109.6% | +21.9% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $386.02 → $808.99+109.6%
- CVX · $138.51 → $209.51+51.3%
- OXY · $41.80 → $58.84+40.8%