Ssf U.s. Investco, L.p.

MFA

10% OWNER · MFA FINANCIAL, INC. · CIK 0001830606

FILING MIX · LIFETIME0%/100%

BUYS

SELLS

TOTAL VALUE

$107.36M

COMPANIES

ACTIVE SINCE

Jan 2023

HOLDINGS NOW

AVG SELL PX

$10.09

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizonsHow are these numbers computed? →

Forward-return performance of every backtestable P/S trade by Ssf U.s. Investco, L.p., 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	+0.00%	+7.79%	+2.62%	+5.17%	+5.17%	—
14d	2	+0.00%	+10.41%	+2.65%	+7.76%	+7.76%	—
30d	2	+0.00%	+12.35%	+5.74%	+6.61%	+6.61%	—
60d	2	+100.00%	-3.66%	+1.06%	-4.72%	-4.72%	—
90d	2	+100.00%	-1.26%	+5.93%	-7.19%	-7.19%	—
180d	2	+0.00%	+5.08%	+14.48%	-9.41%	-9.41%	—
1y	2	+0.00%	+9.11%	+23.22%	-14.11%	-14.11%	—
2y	2	+100.00%	-2.71%	+57.01%	-59.72%	-59.72%	—

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

MFA · 0 shares · as of Jan 9, 2023

Trading cadence · quarterly flow

BUY ● SELL ●

2023

FLOW · 0 buys / 2 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
MFA MFA FINANCIAL, INC.	SALE	10,188,539	$10.07	$102.63M	0	Jan 9, 2023	Jan 10, 2023 ↗	View →
MFA MFA FINANCIAL, INC.	SALE	450,000	$10.50	$4.72M	10,188,539	Jan 6, 2023	Jan 10, 2023 ↗	View →

Other insiders · MFA

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About this filer

CIK 0001830606

ROLE

10% Owner

PRIMARY

MFA

COMPANIES

ACTIVE SINCE

Jan 2023

MARKETPEEL · /INSIDER/0001830606DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Ssf U.s. Investco, L.p.

The morning brief, before the bell.