Alpine Associates Management’s Kansas City Southern KSU Stock Holding History

Alpine Associates Management’s Portfolio KSU Stock Details KSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-757,519	Closed	-$205M	–	56
2021 Q3	$205M	Buy	757,519 +315,419	+71%	+$87.8M	6.65%	3
2021 Q2	$125M	Buy	442,100 +316,972	+253%	+$91.5M	3.44%	11
2021 Q1	$33M	Buy	+125,128	New	+$27.2M	0.9%	31

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Alpine Associates Management's KSU Position: Q4 2021 in Review

Alpine Associates Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 757,519 shares — an estimated $205M sold.

Alpine Associates Management first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $205M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Alpine Associates Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Alpine Associates Management sold 757,519 Kansas City Southern shares in Q4 2021, an estimated $205M.
Alpine Associates Management first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Alpine Associates Management's Kansas City Southern position peaked at $205M in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Alpine Associates Management's 13F filing for Q4 2021, filed 8 Feb 2022.