Palestra Capital Management’s Sherwin-Williams SHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-17,191
Closed -$5.13M 42
2024
Q2
$5.13M Buy
17,191
+6,078
+55% +$1.81M 0.2% 31
2024
Q1
$3.86M Buy
+11,113
New +$3.86M 0.14% 33
2019
Q1
Sell
-804,600
Closed -$106M 28
2018
Q4
$106M Buy
+804,600
New +$106M 5.07% 11
2017
Q2
Sell
-714,000
Closed -$73.8M 26
2017
Q1
$73.8M Sell
714,000
-72,000
-9% -$7.44M 5.59% 5
2016
Q4
$70.4M Sell
786,000
-14,400
-2% -$1.29M 3.96% 5
2016
Q3
$73.8M Buy
800,400
+283,500
+55% +$26.1M 7.02% 3
2016
Q2
$50.6M Buy
+516,900
New +$50.6M 4.06% 11