Sector: consumershopping
Conviction from: S&P
Operates a large chain of small-format discount stores selling consumables, seasonal goods, and basic merchandise, with a focus on rural and small-town markets.
3 tracked filer(s) hold this · 0 opened, 2 added, 1 trimmed in 31-MAR-2026
Aggregate 13FScore 58 — mean of 3 scored holder(s) · buyers (new/add) avg 66. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
3 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #83 — Market Memo: Tariff-ied | 2025-02-03 | SHORT |