Steamboat Capital Partners Master Fund, Lp

WHLR

10% OWNER · WHEELER REAL ESTATE INVESTMENT TRUST, INC. · CIK 0001765894

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$9.2K

COMPANIES

ACTIVE SINCE

May 2020

HOLDINGS NOW

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Steamboat Capital Partners Master Fund, Lp, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	2	+100.00%	+33.93%	+5.45%	+28.48%	+28.48%	—
14d	2	+100.00%	+19.64%	+7.79%	+11.85%	+11.85%	—
30d	2	+100.00%	+60.71%	+8.03%	+52.68%	+52.68%	—
60d	2	+100.00%	+79.46%	+12.30%	+67.17%	+67.17%	—
90d	2	+100.00%	+102.68%	+18.70%	+83.97%	+83.97%	—
180d	2	+100.00%	+164.29%	+26.98%	+137.31%	+137.31%	—
1y	2	+100.00%	+261.61%	+48.04%	+213.56%	+213.56%	—
2y	2	+100.00%	+82.59%	+46.87%	+35.72%	+35.72%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

WHLR · 0 shares · as of May 13, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 2 buys / 0 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	PURCHASE	156	$1.09	$171	0	May 13, 2020	May 13, 2020 ↗
WHLR WHEELER REAL ESTATE INVESTMENT TRUST, INC.	PURCHASE	8,239	$1.09	$9.0K	0	May 13, 2020	May 13, 2020 ↗

Other insiders · WHLR

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About this filer

CIK 0001765894

ROLE

10% Owner

PRIMARY

WHLR

COMPANIES

ACTIVE SINCE

May 2020

MARKETPEEL · /INSIDER/0001765894DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Steamboat Capital Partners Master Fund, Lp

The morning brief, before the bell.