North Peak Capital Management’s GoDaddy GDDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,979,069
Closed -$208M 9
2021
Q3
$208M Buy
2,979,069
+1,180,259
+66% +$82.3M 26.69% 1
2021
Q2
$156M Buy
+1,798,810
New +$156M 30.33% 2
2019
Q4
Sell
-482,341
Closed -$31.8M 12
2019
Q3
$31.8M Buy
482,341
+197,630
+69% +$13M 13.67% 2
2019
Q2
$20M Buy
+284,711
New +$20M 11.22% 3