Bares Capital Management’s White Mountains Insurance WTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-2,503
Closed -$1.58M 45
2014
Q4
$1.58M Hold
2,503
0.19% 20
2014
Q3
$1.58M Buy
2,503
+577
+30% +$364K 0.19% 18
2014
Q2
$1.17M Buy
1,926
+485
+34% +$295K 0.1% 36
2014
Q1
$864K Sell
1,441
-24
-2% -$14.4K 0.07% 42
2013
Q4
$884K Hold
1,465
0.08% 41
2013
Q3
$832K Buy
1,465
+27
+2% +$15.3K 0.08% 43
2013
Q2
$827K Buy
+1,438
New +$827K 0.08% 43