LCM
KSU

Lakewood Capital Management’s Kansas City Southern KSU Stock Holding History

Lakewood Capital Management’s Portfolio KSU Stock Details KSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-184,400
Closed -$16.8M – 60
2015
Q2 		$16.8M Buy
+184,400
New +$18.2M 0.7% 37

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Lakewood Capital Management's KSU Position: Q3 2015 in Review

Lakewood Capital Management sold out of Kansas City Southern (KSU) in Q3 2015, closing a stake of 184,400 shares — an estimated $16.8M sold.

Lakewood Capital Management first reported a position in KSU in Q2 2015 and held it in 1 quarter. The position peaked at $16.8M in Q2 2015. 483 funds tracked by Wall St. Rank hold KSU as of Q3 2015.

  • Lakewood Capital Management reported no remaining Kansas City Southern position as of Q3 2015 after selling out during the quarter.
  • Lakewood Capital Management sold 184,400 Kansas City Southern shares in Q3 2015, an estimated $16.8M.
  • Lakewood Capital Management first reported a position in Kansas City Southern in Q2 2015 and held it in 1 quarter.
  • Lakewood Capital Management's Kansas City Southern position peaked at $16.8M in Q2 2015.
  • 483 funds tracked by Wall St. Rank held Kansas City Southern as of Q3 2015.

Based on Lakewood Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.