Bares Capital Management’s Mimecast Limited MIME Stock Holding History

Bares Capital Management’s Portfolio MIME Stock Details MIME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-209,000	Closed	-$16.6M	–	39
2022 Q1	$16.6M	Sell	209,000 -259,574	-55%	-$20.6M	0.39%	27
2021 Q4	$37.3M	Sell	468,574 -273,466	-37%	-$20.6M	0.75%	16
2021 Q3	$47.2M	Buy	742,040 +204,314	+38%	+$12.5M	0.85%	14
2021 Q2	$28.5M	Buy	537,726 +105,699	+24%	+$4.97M	0.51%	19
2021 Q1	$17.4M	Buy	432,027 +137,793	+47%	+$6.07M	0.32%	20
2020 Q4	$16.7M	Buy	294,234 +68,460	+30%	+$3.17M	0.31%	21
2020 Q3	$10.6M	Buy	225,774 +75,086	+50%	+$3.41M	0.22%	21
2020 Q2	$6.28M	Sell	150,688 -9,516	-6%	-$374K	0.15%	22
2020 Q1	$5.66M	Buy	+160,204	New	+$6.93M	0.2%	24

Other funds holding MIME

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Bares Capital Management's MIME Position: Q2 2022 in Review

Bares Capital Management sold out of Mimecast Limited (MIME) in Q2 2022, closing a stake of 209,000 shares — an estimated $16.6M sold.

Bares Capital Management first reported a position in MIME in Q1 2020 and held it in 9 quarters. The position peaked at $47.2M in Q3 2021. 2 funds tracked by Wall St. Rank hold MIME as of Q2 2022.

Bares Capital Management reported no remaining Mimecast Limited position as of Q2 2022 after selling out during the quarter.
Bares Capital Management sold 209,000 Mimecast Limited shares in Q2 2022, an estimated $16.6M.
Bares Capital Management first reported a position in Mimecast Limited in Q1 2020 and held it in 9 quarters.
Bares Capital Management's Mimecast Limited position peaked at $47.2M in Q3 2021.
2 funds tracked by Wall St. Rank held Mimecast Limited as of Q2 2022.

Based on Bares Capital Management's 13F filing for Q2 2022, filed 16 Aug 2022.