BCM
AWAY
Bares Capital Management’s HOMEAWAY INC COM AWAY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-2,322,208
| Closed | -$61.6M | – | 20 |
|
2015
Q3 | $61.6M | Sell |
2,322,208
-369,231
| -14% | -$9.8M | 6.13% | 5 |
|
2015
Q2 | $83.8M | Buy |
2,691,439
+1,523,196
| +130% | +$47.4M | 7.84% | 6 |
|
2015
Q1 | $35.2M | Buy |
+1,168,243
| New | +$35.2M | 4.34% | 9 |
|