The Cohorts · Quarterly vintage
Inception 2025-10-01 · 0.8 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
+32.8%
CAGR 40.1% annualised
S&P 500 · since inception
+16.3%
CAGR 19.7% annualised
Spread
+16.5%
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 | $288.62 | +520.1% | $55.09 | +17.2% | +3.4% | Read → |
| 2 | BAC | $49.88 | $296.15 | +483.3% | $62.90 | +26.1% | +5.2% | Read → |
| 3 | CVX | $150.02 | $670.17 | +344.7% | $190.40 | +26.9% | +5.4% | Read → |
| 4 | CAT | $476.53 | $2,073.40 | +338.5% | $876.54 | +83.9% | +16.8% | Read → |
| 5 | WMT | $101.35 | $421.32 | +318.9% | $111.55 | +10.1% | +2.0% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $476.53 → $876.54+83.9%
- CVX · $150.02 → $190.40+26.9%
- BAC · $49.88 → $62.90+26.1%