Bridger Management’s Just Eat Takeaway.com N.V. American Depositary Shares GRUB Stock Holding History

Bridger Management’s Portfolio GRUB Stock Details GRUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-655,569	Closed	-$43.1M	–	42
2017 Q1	$43.1M	Buy	655,569 +123,459	+23%	+$9.12M	2.46%	19
2016 Q4	$40M	Buy	532,110 +104,092	+24%	+$8.02M	2.78%	18
2016 Q3	$36.8M	Sell	428,018 -325,582	-43%	-$24.4M	2.48%	19
2016 Q2	$46.8M	Sell	753,600 -74,134	-9%	-$3.9M	3.02%	16
2016 Q1	$41.6M	Buy	827,734 +10,281	+1%	+$454K	2.88%	17
2015 Q4	$39.6M	Buy	817,453 +392,003	+92%	+$20.5M	1.31%	16
2015 Q3	$20.7M	Buy	+425,450	New	+$24.8M	1.41%	27

Other funds holding GRUB

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridger Management's GRUB Position: Q2 2017 in Review

Bridger Management sold out of Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) in Q2 2017, closing a stake of 655,569 shares — an estimated $43.1M sold.

Bridger Management first reported a position in GRUB in Q3 2015 and held it in 7 quarters. The position peaked at $46.8M in Q2 2016. 208 funds tracked by Wall St. Rank hold GRUB as of Q2 2017.

Bridger Management reported no remaining Just Eat Takeaway.com N.V. American Depositary Shares position as of Q2 2017 after selling out during the quarter.
Bridger Management sold 655,569 Just Eat Takeaway.com N.V. American Depositary Shares shares in Q2 2017, an estimated $43.1M.
Bridger Management first reported a position in Just Eat Takeaway.com N.V. American Depositary Shares in Q3 2015 and held it in 7 quarters.
Bridger Management's Just Eat Takeaway.com N.V. American Depositary Shares position peaked at $46.8M in Q2 2016.
208 funds tracked by Wall St. Rank held Just Eat Takeaway.com N.V. American Depositary Shares as of Q2 2017.

Based on Bridger Management's 13F filing for Q2 2017, filed 14 Aug 2017.