Lakewood Capital Management’s Mimecast Limited MIME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-410,000
Closed -$32.6M 57
2022
Q1
$32.6M Sell
410,000
-444,879
-52% -$35.4M 1.65% 26
2021
Q4
$68M Sell
854,879
-15,000
-2% -$1.19M 2.89% 11
2021
Q3
$55.3M Sell
869,879
-928,721
-52% -$59.1M 2.43% 13
2021
Q2
$95.4M Buy
1,798,600
+565,000
+46% +$30M 3.94% 7
2021
Q1
$49.6M Buy
1,233,600
+983,600
+393% +$39.6M 2.1% 18
2020
Q4
$14.2M Buy
+250,000
New +$14.2M 0.67% 39