The Cohorts · Quarterly vintage
Inception 2025-07-01 · 1.1 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
+51.3%
CAGR 45.9% annualised
S&P 500 · since inception
+26.3%
CAGR 23.7% annualised
Spread
+25.0%
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 | $1,427.51 | +938.7% | $190.40 | +36.3% | +7.3% | Read → |
| 2 | OXY | $41.99 | $387.57 | +841.7% | $55.09 | +31.2% | +6.2% | Read → |
| 3 | BAC | $47.12 | $316.65 | +583.7% | $62.90 | +33.5% | +6.7% | Read → |
| 4 | UNH | $317.63 | $1,997.78 | +557.5% | $407.55 | +28.3% | +5.7% | Read → |
| 5 | CAT | $386.02 | $2,418.39 | +530.9% | $876.54 | +127.1% | +25.4% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $386.02 → $876.54+127.1%
- CVX · $139.72 → $190.40+36.3%
- BAC · $47.12 → $62.90+33.5%