Lakewood Capital Management’s Applovin APP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,000
| Closed | -$996K | – | 39 |
|
|
2023
Q4 | $996K | Sell |
25,000
-55,000
| -69% | -$2.19M | 0.08% | 37 |
|
|
2023
Q3 | $3.2M | Sell |
80,000
-347,000
| -81% | -$13.9M | 0.29% | 32 |
|
|
2023
Q2 | $11M | Sell |
427,000
-258,000
| -38% | -$6.64M | 0.95% | 29 |
|
|
2023
Q1 | $10.8M | Sell |
685,000
-60,000
| -8% | -$945K | 0.88% | 30 |
|
|
2022
Q4 | $7.84M | Buy |
+745,000
| New | +$7.84M | 0.7% | 28 |
|