Blue Creek Capital Management’s Full Truck Alliance YMM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$20.2M	Buy	1,557,313 +96,000	+7%	+$1.19M	24.85%	1
2025 Q2	$17.3M	Sell	1,461,313 -115,000	-7%	-$1.34M	24.14%	1
2025 Q1	$20.1M	Sell	1,576,313 -120,000	-7%	-$1.45M	26.11%	1
2024 Q4	$18.4M	Sell	1,696,313 -514,538	-23%	-$5.02M	25.14%	1
2024 Q3	$19.9M	Buy	+2,210,851	New	+$17M	18.85%	2
2024 Q1	$25M	Sell	3,433,683 -355,858	-9%	-$2.37M	18.45%	2
2023 Q4	$26.6M	Sell	3,789,541 -181,446	-5%	-$1.28M	19.1%	4
2023 Q3	$28M	Sell	3,970,987 -104,013	-3%	-$717K	21.74%	2
2023 Q2	$25.3M	Sell	4,075,000 -112,000	-3%	-$722K	20.89%	2
2023 Q1	$31.9M	Buy	4,187,000 +2,183,000	+109%	+$17.3M	21.14%	1
2022 Q4	$16M	Buy	+2,004,000	New	+$13.7M	12.8%	4