North of South Capital’s Laureate Education LAUR Stock Holding History

North of South Capital’s Portfolio LAUR Stock Details LAUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.6M	Sell	1,171,708 -355,184	-23%	-$12M	3.13%	10
2026 Q1	$53.2M	Sell	1,526,892 -10,492	-0.7%	-$359K	4.78%	9
2025 Q4	$51.8M	Sell	1,537,384 -67,927	-4%	-$2.1M	4.65%	9
2025 Q3	$50.6M	Buy	1,605,311 +26,374	+2%	+$691K	4.87%	10
2025 Q2	$36.9M	Buy	1,578,937 +322,872	+26%	+$6.92M	3.88%	10
2025 Q1	$25.7M	Hold	1,256,065	–	–	2.87%	10
2024 Q4	$23M	Buy	+1,256,065	New	+$22M	2.79%	12

Other funds holding LAUR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

SPG

Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

North of South Capital's LAUR Position: Q2 2026 in Review

North of South Capital reduced its Laureate Education (LAUR) stake by 23% in Q2 2026, selling an estimated $12M and leaving 1,171,708 shares worth $42.6M. The position accounts for 3.13% of the portfolio, ranked #10.

North of South Capital first reported a position in LAUR in Q4 2024 and has held it in 7 quarters since. The position peaked at $53.2M in Q1 2026. 139 funds tracked by Wall St. Rank hold LAUR as of Q2 2026.

North of South Capital held 1,171,708 shares of Laureate Education worth $42.6M as of Q2 2026.
North of South Capital sold 355,184 Laureate Education shares in Q2 2026, an estimated $12M.
Laureate Education made up 3.13% of North of South Capital's portfolio in Q2 2026, its #10 holding.
North of South Capital first reported a position in Laureate Education in Q4 2024 and has held it in 7 quarters since.
North of South Capital's Laureate Education position peaked at $53.2M in Q1 2026.
139 funds tracked by Wall St. Rank held Laureate Education as of Q2 2026.

Based on North of South Capital's 13F filing for Q2 2026, filed 30 Jul 2026.