Blue Creek Capital Management’s New Oriental EDU Stock Holding History

Blue Creek Capital Management’s Portfolio EDU Stock Details EDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-80,512	Closed	-$4.34M	–	6
2025 Q2	$4.34M	Hold	80,512	–	–	6.08%	6
2025 Q1	$3.85M	Sell	80,512 -90,000	-53%	-$4.63M	4.99%	6
2024 Q4	$10.9M	Sell	170,512 -106,600	-38%	-$6.83M	14.99%	4
2024 Q3	$21M	Buy	+277,112	New	+$19M	19.89%	1
2024 Q1	$19M	Sell	219,282 -158,100	-42%	-$13.4M	14.07%	5
2023 Q4	$27.7M	Sell	377,382 -9,864	-3%	-$684K	19.88%	2
2023 Q3	$22.7M	Sell	387,246 -305,527	-44%	-$16M	17.63%	5
2023 Q2	$27.4M	Sell	692,773 -110,712	-14%	-$4.43M	22.55%	1
2023 Q1	$31M	Sell	803,485 -138,000	-15%	-$5.58M	20.58%	3
2022 Q4	$32.8M	Buy	+941,485	New	+$26.6M	26.17%	2

Other funds holding EDU

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Blue Creek Capital Management's EDU Position: Q3 2025 in Review

Blue Creek Capital Management sold out of New Oriental (EDU) in Q3 2025, closing a stake of 80,512 shares — an estimated $4.34M sold.

Blue Creek Capital Management first reported a position in EDU in Q4 2022 and held it in 10 quarters. The position peaked at $32.8M in Q4 2022. 155 funds tracked by Wall St. Rank hold EDU as of Q3 2025.

Blue Creek Capital Management reported no remaining New Oriental position as of Q3 2025 after selling out during the quarter.
Blue Creek Capital Management sold 80,512 New Oriental shares in Q3 2025, an estimated $4.34M.
Blue Creek Capital Management first reported a position in New Oriental in Q4 2022 and held it in 10 quarters.
Blue Creek Capital Management's New Oriental position peaked at $32.8M in Q4 2022.
155 funds tracked by Wall St. Rank held New Oriental as of Q3 2025.

Based on Blue Creek Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.