The Cohorts · Quarterly vintage
Inception 2025-10-01 · 0.7 years held
Q4 2025 · Top 10.
On 2025-10-01, these 10 businesses were the 10most-undervalued names in our coverage universe by Mr. Market's protocol. We've held them, equal-weighted, since.
Q4 2025 · Top 10 · since inception
+27.1%
CAGR 39.7% annualised
S&P 500 · since inception
+12.6%
CAGR 18.0% annualised
Spread
+14.5%
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 10.0% of the portfolio.
| Rank | Ticker | Entry price | Entry IV | Entry Δ% | Current price | Return | Contribution | |
|---|---|---|---|---|---|---|---|---|
| 1 | OXY | $47.00 | $331.78 | +612.9% | $51.82 | +10.2% | +1.0% | Read → |
| 2 | BAC | $49.88 | $340.69 | +571.0% | $56.20 | +12.7% | +1.3% | Read → |
| 3 | CVX | $150.02 | $772.14 | +412.3% | $173.63 | +15.7% | +1.6% | Read → |
| 4 | CAT | $477.41 | $2,395.05 | +405.5% | $985.82 | +106.5% | +10.6% | Read → |
| 5 | WMT | $101.35 | $502.77 | +399.9% | $117.18 | +15.6% | +1.6% | Read → |
| 6 | JPM | $306.25 | $1,355.17 | +335.9% | $325.22 | +6.2% | +0.6% | Read → |
| 7 | UNH | $341.36 | $1,188.89 | +251.3% | $400.96 | +17.5% | +1.7% | Read → |
| 8 | GOOGL | $244.42 | $840.46 | +246.4% | $368.03 | +50.6% | +5.1% | Read → |
| 9 | JNJ | $182.85 | $600.52 | +236.4% | $228.39 | +24.9% | +2.5% | Read → |
| 10 | UNP | $230.96 | $781.17 | +235.9% | $256.88 | +11.2% | +1.1% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $477.41 → $985.82+106.5%
- GOOGL · $244.42 → $368.03+50.6%
- JNJ · $182.85 → $228.39+24.9%