Contravisory Investment Management’s Cedar Fair FUN Stock Holding History

Contravisory Investment Management’s Portfolio FUN Stock Details FUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$123K	Hold	5,760	–	–	0.02%	224
2026 Q1	$102K	Hold	5,760	–	–	0.02%	226
2025 Q4	$88.4K	Hold	5,760	–	–	0.02%	247
2025 Q3	$131K	Hold	5,760	–	–	0.03%	259
2025 Q2	$175K	Buy	5,760 +1,717	+42%	+$57.5K	0.03%	253
2025 Q1	$144K	Hold	4,043	–	–	0.03%	262
2024 Q4	$195K	Sell	4,043 -445	-10%	-$19.5K	0.04%	225
2024 Q3	$181K	Buy	+4,488	New	+$205K	0.04%	221
2014 Q2	–	Sell	-275	Closed	-$14K	–	159
2014 Q1	$14K	Buy	+275	New	+$14.1K	﹤0.01%	120

Other funds holding FUN

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return