The Cohorts · Quarterly vintage
Inception 2025-10-01 · 0.7 years held
Q4 2025 · Top 5.
On 2025-10-01, these 5 businesses were the 5most-undervalued names in our coverage universe by Mr. Market's protocol. We've held them, equal-weighted, since.
Q4 2025 · Top 5 · since inception
+32.2%
CAGR 47.5% annualised
S&P 500 · since inception
+12.6%
CAGR 18.0% annualised
Spread
+19.5%
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 20.0% 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% | +2.0% | Read → |
| 2 | BAC | $49.88 | $340.69 | +571.0% | $56.20 | +12.7% | +2.5% | Read → |
| 3 | CVX | $150.02 | $772.14 | +412.3% | $173.63 | +15.7% | +3.1% | Read → |
| 4 | CAT | $477.41 | $2,395.05 | +405.5% | $985.82 | +106.5% | +21.3% | Read → |
| 5 | WMT | $101.35 | $502.77 | +399.9% | $117.18 | +15.6% | +3.1% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $477.41 → $985.82+106.5%
- CVX · $150.02 → $173.63+15.7%
- WMT · $101.35 → $117.18+15.6%