The Cohorts · Quarterly vintage
Inception 2025-10-01 · 1.0 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
+31.7%
CAGR 32.9% annualised
S&P 500 · since inception
+15.2%
CAGR 15.7% 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 | $46.79 | $274.36 | +492.2% | $58.84 | +25.8% | +5.2% | Read → |
| 2 | BAC | $49.62 | $281.44 | +457.2% | $57.73 | +16.3% | +3.3% | Read → |
| 3 | CVX | $148.72 | $623.78 | +317.5% | $209.51 | +40.9% | +8.2% | Read → |
| 4 | CAT | $476.53 | $1,967.18 | +316.0% | $808.99 | +69.8% | +14.0% | Read → |
| 5 | WMT | $101.11 | $399.58 | +298.2% | $106.73 | +5.6% | +1.1% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $476.53 → $808.99+69.8%
- CVX · $148.72 → $209.51+40.9%
- OXY · $46.79 → $58.84+25.8%