AP
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Antipodes Partners’s Americold COLD Stock Holding History

Antipodes Partners’s Portfolio COLD Stock Details COLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,159,803
Closed -$13.3M – 136
2026
Q1 		$13.3M Sell
1,159,803
-1,446,375
-55% -$18.1M 0.26% 54
2025
Q4 		$33.5M Buy
+2,606,178
New +$31.9M 0.7% 43

Other funds holding COLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Antipodes Partners's COLD Position: Q2 2026 in Review

Antipodes Partners sold out of Americold (COLD) in Q2 2026, closing a stake of 1,159,803 shares — an estimated $13.3M sold.

Antipodes Partners first reported a position in COLD in Q4 2025 and held it in 2 quarters. The position peaked at $33.5M in Q4 2025. 204 funds tracked by Wall St. Rank hold COLD as of Q2 2026.

  • Antipodes Partners reported no remaining Americold position as of Q2 2026 after selling out during the quarter.
  • Antipodes Partners sold 1,159,803 Americold shares in Q2 2026, an estimated $13.3M.
  • Antipodes Partners first reported a position in Americold in Q4 2025 and held it in 2 quarters.
  • Antipodes Partners's Americold position peaked at $33.5M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Americold as of Q2 2026.

Based on Antipodes Partners's 13F filing for Q2 2026, filed 6 Aug 2026.