PCM
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Palestra Capital Management’s Bread Financial BFH Stock Holding History

Palestra Capital Management’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,403,675
Closed -$355M – 30
2021
Q3 		$355M Buy
4,403,675
+183,176
+4% +$14.2M 7.66% 2
2021
Q2 		$351M Buy
4,220,499
+2,060,321
+95% +$186M 7.63% 2
2021
Q1 		$193M Buy
+2,160,178
New +$155M 4.11% 12
2016
Q2 		– Sell
-200,229
Closed -$35.2M – 27
2016
Q1 		$35.2M Buy
+200,229
New +$35M 3.42% 14

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