The Cohorts · Quarterly vintage
Inception 2025-07-01 · 1.2 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
+53.3%
CAGR 42.8% annualised
S&P 500 · since inception
+25.1%
CAGR 20.5% annualised
Spread
+28.2%
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 | $138.51 | $1,382.42 | +914.7% | $214.06 | +54.5% | +10.9% | Read → |
| 2 | OXY | $41.80 | $375.85 | +817.4% | $61.46 | +47.0% | +9.4% | Read → |
| 3 | BAC | $46.88 | $307.00 | +566.3% | $62.69 | +33.7% | +6.7% | Read → |
| 4 | UNH | $317.63 | $1,936.00 | +537.2% | $379.09 | +19.3% | +3.9% | Read → |
| 5 | CAT | $386.02 | $2,342.03 | +510.9% | $818.57 | +112.1% | +22.4% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $386.02 → $818.57+112.1%
- CVX · $138.51 → $214.06+54.5%
- OXY · $41.80 → $61.46+47.0%