Orbis Allan Gray’s Lesaka Technologies LSAK Stock Holding History

Orbis Allan Gray’s Portfolio LSAK Stock Details LSAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-806,364	Closed	-$3.78M	–	60
2018 Q4	$3.78M	Sell	806,364 -496,134	-38%	-$2.91M	0.03%	46
2018 Q3	$10.4M	Sell	1,302,498 -1,667,348	-56%	-$14M	0.06%	43
2018 Q2	$27M	Sell	2,969,846 -2,688,929	-48%	-$24.9M	0.15%	46
2018 Q1	$53.5M	Sell	5,658,775 -2,171,178	-28%	-$23.7M	0.31%	40
2017 Q4	$93.1M	Sell	7,829,953 -1,004,530	-11%	-$10.2M	0.55%	34
2017 Q3	$86M	Sell	8,834,483 -21,450	-0.2%	-$207K	0.53%	38
2017 Q2	$87.3M	Sell	8,855,933 -71,768	-0.8%	-$732K	0.55%	35
2017 Q1	$109M	Sell	8,927,701 -98,783	-1%	-$1.24M	0.75%	34
2016 Q4	$104M	Buy	9,026,484 +229	+0%	+$2.52K	0.74%	31
2016 Q3	$77.3M	Sell	9,026,255 -37,660	-0.4%	-$372K	0.54%	41
2016 Q2	$90.5M	Sell	9,063,915 -37,185	-0.4%	-$395K	0.69%	33
2016 Q1	$83.7M	Buy	+9,101,100	New	+$91.8M	0.68%	32

Other funds holding LSAK

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Orbis Allan Gray's LSAK Position: Q1 2019 in Review

Orbis Allan Gray sold out of Lesaka Technologies (LSAK) in Q1 2019, closing a stake of 806,364 shares — an estimated $3.78M sold.

Orbis Allan Gray first reported a position in LSAK in Q1 2016 and held it in 12 quarters. The position peaked at $109M in Q1 2017. 84 funds tracked by Wall St. Rank hold LSAK as of Q1 2019.

Orbis Allan Gray reported no remaining Lesaka Technologies position as of Q1 2019 after selling out during the quarter.
Orbis Allan Gray sold 806,364 Lesaka Technologies shares in Q1 2019, an estimated $3.78M.
Orbis Allan Gray first reported a position in Lesaka Technologies in Q1 2016 and held it in 12 quarters.
Orbis Allan Gray's Lesaka Technologies position peaked at $109M in Q1 2017.
84 funds tracked by Wall St. Rank held Lesaka Technologies as of Q1 2019.

Based on Orbis Allan Gray's 13F filing for Q1 2019, filed 15 May 2019.