LCM
POLY

Lakewood Capital Management’s Plantronics, Inc. POLY Stock Holding History

Lakewood Capital Management’s Portfolio POLY Stock Details POLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-559,887
Closed -$20.9M – 42
2019
Q3 		$20.9M Sell
559,887
-296,105
-35% -$11.1M 0.71% 28
2019
Q2 		$31.7M Buy
855,992
+424,003
+98% +$15.7M 0.97% 26
2019
Q1 		$19.9M Buy
+431,989
New +$19.9M 0.56% 32