LA
KSU

Lee Ainslie’s Kansas City Southern KSU Stock Holding History

Lee Ainslie’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
2021
Q4 		– Sell
-18,983
Closed -$5.14M – 673
2021
Q3 		$5.14M Buy
18,983
+3,111
+20% +$866K 0.05% 99
2021
Q2 		$4.5M Buy
15,872
+9,180
+137% +$2.65M 0.04% 104
2021
Q1 		$1.77M Buy
6,692
+2,597
+63% +$565K 0.02% 164
2020
Q4 		$836K Sell
4,095
-7,458
-65% -$1.4M 0.01% 259
2020
Q3 		$2.09M Buy
11,553
+4,771
+70% +$826K 0.04% 135
2020
Q2 		$1.01M Sell
6,782
-6,116
-47% -$860K 0.02% 320
2020
Q1 		$1.64M Sell
12,898
-1,892
-13% -$289K 0.03% 212
2019
Q4 		$2.27M Buy
14,790
+4,988
+51% +$732K 0.03% 245
2019
Q3 		$1.3M Buy
+9,802
New +$1.22M 0.02% 249
2016
Q4 		– Sell
-519,573
Closed -$48.5M – 150
2016
Q3 		$48.5M Sell
519,573
-5,540
-1% -$525K 0.57% 31
2016
Q2 		$47.3M Sell
525,113
-1,772,065
-77% -$161M 0.64% 28
2016
Q1 		$196M Sell
2,297,178
-1,511,673
-40% -$118M 3.11% 14
2015
Q4 		$284M Buy
3,808,851
+1,433,533
+60% +$122M 4.1% 9
2015
Q3 		$216M Sell
2,375,318
-22,343
-0.9% -$2.11M 3.7% 11
2015
Q2 		$219M Buy
+2,397,661
New +$237M 3.34% 13

Other funds holding KSU

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Lee Ainslie's KSU Position: Q4 2021 in Review

Lee Ainslie sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 18,983 shares — an estimated $5.14M sold.

Lee Ainslie first reported a position in KSU in Q2 2015 and held it in 15 quarters. The position peaked at $284M in Q4 2015. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Lee Ainslie reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Lee Ainslie sold 18,983 Kansas City Southern shares in Q4 2021, an estimated $5.14M.
  • Lee Ainslie first reported a position in Kansas City Southern in Q2 2015 and held it in 15 quarters.
  • Lee Ainslie's Kansas City Southern position peaked at $284M in Q4 2015.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Maverick Capital's 13F filing for Q4 2021, filed 14 Feb 2022.