Palestra Capital Management’s Bread Financial BFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,403,675
Closed -$355M 29
2021
Q3
$355M Buy
4,403,675
+183,176
+4% +$14.7M 7.53% 2
2021
Q2
$351M Buy
4,220,499
+2,060,321
+95% +$171M 7.56% 2
2021
Q1
$193M Buy
+2,160,178
New +$193M 4.06% 12
2016
Q2
Sell
-200,229
Closed -$35.2M 26
2016
Q1
$35.2M Buy
+200,229
New +$35.2M 3.33% 14