MP
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Makaira Partners’s Iron Mountain IRM Stock Holding History

Makaira Partners’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,829,944
Closed -$63.2M – 11
2018
Q3 		$63.2M Hold
1,829,944
– – 6.57% 7
2018
Q2 		$64.1M Buy
1,829,944
+13,370
+0.7% +$452K 7.27% 7
2018
Q1 		$59.7M Buy
1,816,574
+25,725
+1% +$867K 6.79% 7
2017
Q4 		$67.6M Sell
1,790,849
-127,944
-7% -$5.08M 8.14% 6
2017
Q3 		$74.6M Sell
1,918,793
-12,228
-0.6% -$457K 9.69% 6
2017
Q2 		$66.3M Buy
1,931,021
+290,655
+18% +$10.2M 8.67% 6
2017
Q1 		$58.5M Sell
1,640,366
-33,990
-2% -$1.2M 8.78% 6
2016
Q4 		$54.4M Hold
1,674,356
– – 7.91% 7
2016
Q3 		$62.8M Sell
1,674,356
-785,112
-32% -$30.3M 9.5% 6
2016
Q2 		$98M Sell
2,459,468
-607,936
-20% -$22.1M 14.33% 2
2016
Q1 		$104M Buy
3,067,404
+65,700
+2% +$1.89M 16.07% 2
2015
Q4 		$81.1M Buy
3,001,704
+385,587
+15% +$11.3M 13.38% 4
2015
Q3 		$81.2M Buy
2,616,117
+435,507
+20% +$13M 13.2% 3
2015
Q2 		$67.6M Buy
2,180,610
+1,564,043
+254% +$54.8M 10.38% 5
2015
Q1 		$22.5M Sell
616,567
-786,091
-56% -$30.3M 3.91% 8
2014
Q4 		$54.2M Sell
1,402,658
-531,493
-27% -$19.3M 9.57% 6
2014
Q3 		$63.1M Sell
1,934,151
-225,793
-10% -$7.32M 11.02% 6
2014
Q2 		$70.8M Sell
2,159,944
-19,798
-0.9% -$537K 11.72% 4
2014
Q1 		$55.5M Hold
2,179,742
– – 9.95% 6
2013
Q4 		$61.1M Buy
2,179,742
+212,658
+11% +$5.45M 11.33% 4
2013
Q3 		$49.1M Buy
1,967,084
+143,577
+8% +$3.65M 10.43% 5
2013
Q2 		$44.8M Buy
+1,823,507
New +$58.9M 9.69% 5

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Makaira Partners's IRM Position: Q4 2018 in Review

Makaira Partners sold out of Iron Mountain (IRM) in Q4 2018, closing a stake of 1,829,944 shares — an estimated $63.2M sold.

Makaira Partners first reported a position in IRM in Q2 2013 and held it in 22 quarters. The position peaked at $104M in Q1 2016. 485 funds tracked by Wall St. Rank hold IRM as of Q4 2018.

  • Makaira Partners reported no remaining Iron Mountain position as of Q4 2018 after selling out during the quarter.
  • Makaira Partners sold 1,829,944 Iron Mountain shares in Q4 2018, an estimated $63.2M.
  • Makaira Partners first reported a position in Iron Mountain in Q2 2013 and held it in 22 quarters.
  • Makaira Partners's Iron Mountain position peaked at $104M in Q1 2016.
  • 485 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2018.

Based on Makaira Partners's 13F filing for Q4 2018, filed 14 Feb 2019.