Maverick Capital’s Hostess Brands, Inc. Class A Common Stock TWNK Stock Holding History

Maverick Capital’s Portfolio TWNK Stock Details TWNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-30,911	Closed	-$1.03M	–	475
2023 Q3	$1.03M	Buy	+30,911	New	+$828K	0.02%	124
2023 Q1	–	Sell	-52,006	Closed	-$1.17M	–	559
2022 Q4	$1.17M	Sell	52,006 -31,159	-37%	-$784K	0.03%	128
2022 Q3	$1.93M	Sell	83,165 -14,319	-15%	-$325K	0.04%	100
2022 Q2	$2.07M	Buy	97,484 +8,936	+10%	+$193K	0.05%	100
2022 Q1	$1.94M	Buy	+88,548	New	+$1.84M	0.03%	106
2021 Q4	–	Sell	-385,718	Closed	-$6.7M	–	658
2021 Q3	$6.7M	Buy	385,718 +175,365	+83%	+$2.84M	0.07%	87
2021 Q2	$3.41M	Buy	210,353 +73,696	+54%	+$1.15M	0.03%	120
2021 Q1	$1.96M	Buy	+136,657	New	+$2.01M	0.02%	150
2020 Q4	–	Sell	-43,961	Closed	-$542K	–	804
2020 Q3	$542K	Sell	43,961 -282,882	-87%	-$3.55M	0.01%	406
2020 Q2	$3.99M	Buy	326,843 +22,257	+7%	+$263K	0.08%	70
2020 Q1	$3.25M	Sell	304,586 -43,485	-12%	-$552K	0.07%	129
2019 Q4	$5.06M	Sell	348,071 -518,921	-60%	-$7.06M	0.07%	110
2019 Q3	$12.1M	Buy	866,992 +599,382	+224%	+$8.5M	0.18%	54
2019 Q2	$3.86M	Buy	267,610 +258,050	+2,699%	+$3.46M	0.06%	192
2019 Q1	$120K	Buy	+9,560	New	+$112K	﹤0.01%	274

Other funds holding TWNK

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Maverick Capital's TWNK Position: Q4 2023 in Review

Maverick Capital sold out of Hostess Brands, Inc. Class A Common Stock (TWNK) in Q4 2023, closing a stake of 30,911 shares — an estimated $1.03M sold.

Maverick Capital first reported a position in TWNK in Q1 2019 and held it in 15 quarters. The position peaked at $12.1M in Q3 2019. 3 funds tracked by Wall St. Rank hold TWNK as of Q4 2023.

Maverick Capital reported no remaining Hostess Brands, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Maverick Capital sold 30,911 Hostess Brands, Inc. Class A Common Stock shares in Q4 2023, an estimated $1.03M.
Maverick Capital first reported a position in Hostess Brands, Inc. Class A Common Stock in Q1 2019 and held it in 15 quarters.
Maverick Capital's Hostess Brands, Inc. Class A Common Stock position peaked at $12.1M in Q3 2019.
3 funds tracked by Wall St. Rank held Hostess Brands, Inc. Class A Common Stock as of Q4 2023.

Based on Maverick Capital's 13F filing for Q4 2023, filed 14 Feb 2024.