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
+35.9%
CAGR 38.1% annualised
S&P 500 · since inception
+15.3%
CAGR 16.2% annualised
Spread
+20.6%
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 | $279.89 | +504.2% | $61.46 | +31.4% | +6.3% | Read → |
| 2 | BAC | $49.62 | $287.15 | +468.5% | $62.69 | +26.3% | +5.3% | Read → |
| 3 | CVX | $148.72 | $636.58 | +326.1% | $214.06 | +43.9% | +8.8% | Read → |
| 4 | CAT | $476.53 | $2,008.38 | +324.7% | $818.57 | +71.8% | +14.4% | Read → |
| 5 | WMT | $101.11 | $408.01 | +306.6% | $107.15 | +6.0% | +1.2% | Read → |
Biggest contributors
Where the cohort earned its keep.
- CAT · $476.53 → $818.57+71.8%
- CVX · $148.72 → $214.06+43.9%
- OXY · $46.79 → $61.46+31.4%