OCA
KSU

Otter Creek Advisors’s Kansas City Southern KSU Stock Holding History

Otter Creek Advisors’s Portfolio KSU Stock Details KSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-14,150
Closed -$3.73M – 62
2021
Q1 		$3.73M Sell
14,150
-6,049
-30% -$1.32M 2.46% 19
2020
Q4 		$4.12M Buy
20,199
+8,100
+67% +$1.52M 3.29% 12
2020
Q3 		$2.19M Buy
+12,099
New +$2.1M 1.94% 25

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Otter Creek Advisors's KSU Position: Q2 2021 in Review

Otter Creek Advisors sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 14,150 shares — an estimated $3.73M sold.

Otter Creek Advisors first reported a position in KSU in Q3 2020 and held it in 3 quarters. The position peaked at $4.12M in Q4 2020. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

  • Otter Creek Advisors reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
  • Otter Creek Advisors sold 14,150 Kansas City Southern shares in Q2 2021, an estimated $3.73M.
  • Otter Creek Advisors first reported a position in Kansas City Southern in Q3 2020 and held it in 3 quarters.
  • Otter Creek Advisors's Kansas City Southern position peaked at $4.12M in Q4 2020.
  • 775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Otter Creek Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.