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Brahman Capital’s GoDaddy GDDY Stock Holding History

Brahman Capital’s Portfolio GDDY Stock Details GDDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$42.1M Sell
565,108
-54,658
-9% -$4.03M 15.33% 2
2023
Q2 		$46.6M Sell
619,766
-1,287,864
-68% -$95.1M 12.65% 2
2023
Q1 		$148M Sell
1,907,630
-281,859
-13% -$21.8M 18.22% 1
2022
Q4 		$164M Sell
2,189,489
-188,054
-8% -$14.1M 22.71% 1
2022
Q3 		$169M Sell
2,377,543
-22,129
-0.9% -$1.67M 23.61% 1
2022
Q2 		$167M Buy
2,399,672
+359,601
+18% +$27.3M 19.75% 1
2022
Q1 		$171M Sell
2,040,071
-260,365
-11% -$20.6M 15.11% 1
2021
Q4 		$195M Sell
2,300,436
-80,902
-3% -$5.79M 14.21% 1
2021
Q3 		$166M Buy
2,381,338
+381,670
+19% +$29.5M 12.15% 1
2021
Q2 		$174M Sell
1,999,668
-75,668
-4% -$6.32M 12.84% 1
2021
Q1 		$161M Buy
2,075,336
+63,200
+3% +$5.09M 13.64% 1
2020
Q4 		$167M Buy
2,012,136
+37,823
+2% +$2.97M 14.58% 1
2020
Q3 		$150M Buy
1,974,313
+352,415
+22% +$26.6M 14.8% 1
2020
Q2 		$119M Sell
1,621,898
-660,148
-29% -$47.4M 11.5% 1
2020
Q1 		$130M Buy
2,282,046
+259,626
+13% +$17.2M 15.33% 1
2019
Q4 		$137M Buy
2,022,420
+33,953
+2% +$2.24M 13.16% 1
2019
Q3 		$131M Buy
1,988,467
+71,817
+4% +$4.87M 12.55% 2
2019
Q2 		$134M Sell
1,916,650
-255,097
-12% -$19.2M 12.79% 3
2019
Q1 		$163M Sell
2,171,747
-1,195,772
-36% -$84.1M 11.56% 3
2018
Q4 		$221M Buy
3,367,519
+624,221
+23% +$42.7M 12.78% 2
2018
Q3 		$229M Sell
2,743,298
-219,371
-7% -$17.1M 11.44% 3
2018
Q2 		$209M Sell
2,962,669
-645,912
-18% -$43.9M 9.9% 4
2018
Q1 		$222M Sell
3,608,581
-439,801
-11% -$24.9M 9.3% 4
2017
Q4 		$204M Buy
4,048,382
+607,850
+18% +$28.8M 7.7% 5
2017
Q3 		$150M Buy
3,440,532
+2,590,532
+305% +$112M 5.09% 10
2017
Q2 		$36.1M Buy
+850,000
New +$34M 1.19% 16

Other funds holding GDDY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brahman Capital's GDDY Position: Q3 2023 in Review

Brahman Capital reduced its GoDaddy (GDDY) stake by 8.8% in Q3 2023, selling an estimated $4.03M and leaving 565,108 shares worth $42.1M. The position accounts for 15.33% of the portfolio, ranked #2.

Brahman Capital first reported a position in GDDY in Q2 2017 and has held it in 26 quarters since. The position peaked at $229M in Q3 2018. 462 funds tracked by Wall St. Rank hold GDDY as of Q3 2023.

  • Brahman Capital held 565,108 shares of GoDaddy worth $42.1M as of Q3 2023.
  • Brahman Capital sold 54,658 GoDaddy shares in Q3 2023, an estimated $4.03M.
  • GoDaddy made up 15.33% of Brahman Capital's portfolio in Q3 2023, its #2 holding.
  • Brahman Capital first reported a position in GoDaddy in Q2 2017 and has held it in 26 quarters since.
  • Brahman Capital's GoDaddy position peaked at $229M in Q3 2018.
  • 462 funds tracked by Wall St. Rank held GoDaddy as of Q3 2023.

Based on Brahman Capital's 13F filing for Q3 2023, filed 14 Nov 2023.