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Discovery Capital Management’s Calix CALX Stock Holding History

Discovery Capital Management’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-99,118
Closed -$4.95M – 49
2023
Q2 		$4.95M Buy
99,118
+29,651
+43% +$1.43M 0.52% 49
2023
Q1 		$3.72M Buy
69,467
+46,367
+201% +$2.53M 0.42% 42
2022
Q4 		$1.58M Buy
+23,100
New +$1.55M 0.23% 42
2021
Q4 		– Sell
-84,876
Closed -$4.2M – 72
2021
Q3 		$4.2M Sell
84,876
-79,603
-48% -$3.67M 0.31% 45
2021
Q2 		$7.81M Buy
164,479
+954
+0.6% +$41.9K 0.51% 32
2021
Q1 		$5.67M Buy
163,525
+41,032
+33% +$1.52M 0.76% 30
2020
Q4 		$3.65M Buy
+122,493
New +$3.02M 0.45% 38

Other funds holding CALX

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Discovery Capital Management's CALX Position: Q3 2023 in Review

Discovery Capital Management sold out of Calix (CALX) in Q3 2023, closing a stake of 99,118 shares — an estimated $4.95M sold.

Discovery Capital Management first reported a position in CALX in Q4 2020 and held it in 7 quarters. The position peaked at $7.81M in Q2 2021. 276 funds tracked by Wall St. Rank hold CALX as of Q3 2023.

  • Discovery Capital Management reported no remaining Calix position as of Q3 2023 after selling out during the quarter.
  • Discovery Capital Management sold 99,118 Calix shares in Q3 2023, an estimated $4.95M.
  • Discovery Capital Management first reported a position in Calix in Q4 2020 and held it in 7 quarters.
  • Discovery Capital Management's Calix position peaked at $7.81M in Q2 2021.
  • 276 funds tracked by Wall St. Rank held Calix as of Q3 2023.

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