Lakewood Capital Management’s GoDaddy GDDY Stock Holding History

Lakewood Capital Management’s Portfolio GDDY Stock Details GDDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-221,267	Closed	-$16.5M	–	43
2023 Q3	$16.5M	Hold	221,267	–	–	1.5%	23
2023 Q2	$16.6M	Hold	221,267	–	–	1.44%	24
2023 Q1	$17.2M	Hold	221,267	–	–	1.41%	24
2022 Q4	$16.6M	Hold	221,267	–	–	1.47%	24
2022 Q3	$15.7M	Sell	221,267 -127,800	-37%	-$9.62M	1.32%	25
2022 Q2	$24.3M	Sell	349,067 -120,000	-26%	-$9.12M	1.5%	28
2022 Q1	$39.3M	Sell	469,067 -100,000	-18%	-$7.9M	1.98%	20
2021 Q4	$48.3M	Hold	569,067	–	–	2.05%	18
2021 Q3	$39.7M	Buy	569,067 +20,000	+4%	+$1.55M	1.75%	22
2021 Q2	$47.7M	Buy	549,067 +55,000	+11%	+$4.59M	1.97%	20
2021 Q1	$38.3M	Buy	+494,067	New	+$39.8M	1.63%	21

Other funds holding GDDY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lakewood Capital Management's GDDY Position: Q4 2023 in Review

Lakewood Capital Management sold out of GoDaddy (GDDY) in Q4 2023, closing a stake of 221,267 shares — an estimated $16.5M sold.

Lakewood Capital Management first reported a position in GDDY in Q1 2021 and held it in 11 quarters. The position peaked at $48.3M in Q4 2021. 543 funds tracked by Wall St. Rank hold GDDY as of Q4 2023.

Lakewood Capital Management reported no remaining GoDaddy position as of Q4 2023 after selling out during the quarter.
Lakewood Capital Management sold 221,267 GoDaddy shares in Q4 2023, an estimated $16.5M.
Lakewood Capital Management first reported a position in GoDaddy in Q1 2021 and held it in 11 quarters.
Lakewood Capital Management's GoDaddy position peaked at $48.3M in Q4 2021.
543 funds tracked by Wall St. Rank held GoDaddy as of Q4 2023.

Based on Lakewood Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.