Fondren Management’s Lesaka Technologies LSAK Stock Holding History

Fondren Management’s Portfolio LSAK Stock Details LSAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$2.17M	Buy	645,000 +330,000	+105%	+$1.06M	12.84%	4
2020 Q2	$958K	Buy	315,000 +275,000	+688%	+$925K	3.7%	8
2020 Q1	$116K	Sell	40,000 -60,000	-60%	-$222K	0.29%	63
2019 Q4	$372K	Sell	100,000 -205,000	-67%	-$680K	0.38%	66
2019 Q3	$1.09M	Hold	305,000	–	–	0.91%	29
2019 Q2	$1.22M	Sell	305,000 -172,500	-36%	-$619K	1.16%	24
2019 Q1	$1.71M	Buy	+477,500	New	+$1.97M	1.36%	22

Other funds holding LSAK

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VCA

VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Fondren Management's LSAK Position: Q3 2020 in Review

Fondren Management increased its Lesaka Technologies (LSAK) stake by 105% in Q3 2020, buying an estimated $1.06M and bringing the position to 645,000 shares worth $2.17M. The position accounts for 12.84% of the portfolio, ranked #4.

Fondren Management first reported a position in LSAK in Q1 2019 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold LSAK as of Q3 2020.

Fondren Management held 645,000 shares of Lesaka Technologies worth $2.17M as of Q3 2020.
Fondren Management bought 330,000 Lesaka Technologies shares in Q3 2020, an estimated $1.06M.
Lesaka Technologies made up 12.84% of Fondren Management's portfolio in Q3 2020, its #4 holding.
Fondren Management first reported a position in Lesaka Technologies in Q1 2019 and has held it in 7 quarters since.
42 funds tracked by Wall St. Rank held Lesaka Technologies as of Q3 2020.

Based on Fondren Management's 13F filing for Q3 2020, filed 13 Nov 2020.