Caldwell & Orkin’s Kansas City Southern KSU Stock Holding History

Caldwell & Orkin’s Portfolio KSU Stock Details KSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-30,400	Closed	-$3.68M	–	86
2014 Q3	$3.68M	Buy	+30,400	New	+$3.47M	2.66%	12
2014 Q1	–	Sell	-32,300	Closed	-$4M	–	89
2013 Q4	$4M	Buy	32,300 +16,800	+108%	+$2.01M	2.17%	19
2013 Q3	$1.7M	Hold	15,500	–	–	1%	37
2013 Q2	$1.64M	Buy	+15,500	New	+$1.69M	0.9%	39

Other funds holding KSU

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Caldwell & Orkin's KSU Position: Q4 2014 in Review

Caldwell & Orkin sold out of Kansas City Southern (KSU) in Q4 2014, closing a stake of 30,400 shares — an estimated $3.68M sold.

Caldwell & Orkin first reported a position in KSU in Q2 2013 and held it in 4 quarters. The position peaked at $4M in Q4 2013. 483 funds tracked by Wall St. Rank hold KSU as of Q4 2014.

Caldwell & Orkin reported no remaining Kansas City Southern position as of Q4 2014 after selling out during the quarter.
Caldwell & Orkin sold 30,400 Kansas City Southern shares in Q4 2014, an estimated $3.68M.
Caldwell & Orkin first reported a position in Kansas City Southern in Q2 2013 and held it in 4 quarters.
Caldwell & Orkin's Kansas City Southern position peaked at $4M in Q4 2013.
483 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2014.

Based on Caldwell & Orkin's 13F filing for Q4 2014, filed 10 Feb 2015.