The Cohorts · Quarterly vintage
Inception 2025-07-01 · 1.0 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
+49.6%
CAGR 51.5% annualised
S&P 500 · since inception
+22.2%
CAGR 23.0% annualised
Spread
+27.4%
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 | $139.72 | $1,572.19 | +1044.0% | $173.63 | +24.3% | +4.9% | Read → |
| 2 | OXY | $41.99 | $425.18 | +933.0% | $51.82 | +23.4% | +4.7% | Read → |
| 3 | BAC | $47.12 | $347.61 | +650.6% | $56.20 | +19.3% | +3.9% | Read → |
| 4 | UNH | $317.63 | $2,196.00 | +622.8% | $400.96 | +26.2% | +5.2% | Read → |
| 5 | CAT | $386.73 | $2,663.41 | +593.5% | $985.82 | +154.9% | +31.0% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $386.73 → $985.82+154.9%
- UNH · $317.63 → $400.96+26.2%
- CVX · $139.72 → $173.63+24.3%