Beaconlight Capital’s QuidelOrtho QDEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.81M	Sell	132,363 -209,652	-61%	-$6.04M	2.18%	19
2025 Q1	$12M	Sell	342,015 -217,867	-39%	-$7.62M	8.01%	5
2024 Q4	$24.9M	Buy	559,882 +161,810	+41%	+$7.21M	9.25%	3
2024 Q3	$18.2M	Buy	+398,072	New	+$18.2M	7.39%	4