Greenvale Capital’s ZIM Integrated Shipping Services ZIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,500,000	Closed	-$31.8M	–	17
2025 Q4	$31.8M	Buy	+1,500,000	New	+$25.2M	2.9%	14
2025 Q1	–	Sell	-6,000,000	Closed	-$129M	–	19
2024 Q4	$129M	Buy	6,000,000 +1,463,800	+32%	+$32.2M	9.54%	3
2024 Q3	$116M	Buy	4,536,200 +226,000	+5%	+$4.39M	6.65%	8
2024 Q2	$95.6M	Buy	+4,310,200	New	+$69.8M	6%	6
2023 Q4	–	Sell	-1,334,800	Closed	-$13.9M	–	19
2023 Q3	$13.9M	Buy	+1,334,800	New	+$17M	1.22%	17
2023 Q2	–	Sell	-4,719,000	Closed	-$111M	–	23
2023 Q1	$111M	Buy	4,719,000 +1,419,000	+43%	+$29.8M	7.01%	7
2022 Q4	$56.7M	Sell	3,300,000 -4,204,800	-56%	-$93.5M	5.05%	9
2022 Q3	$176M	Buy	7,504,800 +6,504,800	+650%	+$269M	18.13%	1
2022 Q2	$47.2M	Buy	1,000,000 +150,000	+18%	+$8.8M	5.15%	12
2022 Q1	$61.8M	Buy	+850,000	New	+$58.8M	6.97%	9