Lakewood Capital Management’s Mimecast Limited MIME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	27
2021 Q4	$68M	Sell	854,879 -15,000	-2%	-$1.13M	2.89%	11
2021 Q3	$55.3M	Sell	869,879 -928,721	-52%	-$56.9M	2.43%	13
2021 Q2	$95.4M	Buy	1,798,600 +565,000	+46%	+$26.5M	3.94%	7
2021 Q1	$49.6M	Buy	1,233,600 +983,600	+393%	+$43.3M	2.1%	18
2020 Q4	$14.2M	Buy	+250,000	New	+$11.6M	0.67%	40

Other funds holding MIME

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Lakewood Capital Management's MIME Position: Q2 2022 in Review

Lakewood Capital Management sold out of Mimecast Limited (MIME) in Q2 2022, closing a stake of 410,000 shares — an estimated $32.6M sold.

Lakewood Capital Management first reported a position in MIME in Q4 2020 and held it in 6 quarters. The position peaked at $95.4M in Q2 2021. 2 funds tracked by Wall St. Rank hold MIME as of Q2 2022.

Lakewood Capital Management reported no remaining Mimecast Limited position as of Q2 2022 after selling out during the quarter.
Lakewood Capital Management sold 410,000 Mimecast Limited shares in Q2 2022, an estimated $32.6M.
Lakewood Capital Management first reported a position in Mimecast Limited in Q4 2020 and held it in 6 quarters.
Lakewood Capital Management's Mimecast Limited position peaked at $95.4M in Q2 2021.
2 funds tracked by Wall St. Rank held Mimecast Limited as of Q2 2022.

Based on Lakewood Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.