Picton Mahoney Asset Management’s Kansas City Southern KSU Stock Holding History

Picton Mahoney Asset Management’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 Q4	–	Sell	-143,829	Closed	-$38.9M	–	1106
2021 Q3	$38.9M	Buy	143,829 +17,500	+14%	+$4.87M	1.44%	7
2021 Q2	$35.8M	Buy	126,329 +105,000	+492%	+$30.3M	1.04%	17
2021 Q1	$5.63M	Buy	+21,329	New	+$4.64M	0.27%	108
2014 Q1	–	Sell	-90,900	Closed	-$11.3M	–	418
2013 Q4	$11.3M	Sell	90,900 -900	-1%	-$108K	0.66%	52
2013 Q3	$10M	Sell	91,800 -300	-0.3%	-$33K	0.66%	55
2013 Q2	$9.76M	Buy	+92,100	New	+$10M	0.72%	48

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Picton Mahoney Asset Management's KSU Position: Q4 2021 in Review

Picton Mahoney Asset Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 143,829 shares — an estimated $38.9M sold.

Picton Mahoney Asset Management first reported a position in KSU in Q2 2013 and held it in 6 quarters. The position peaked at $38.9M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Picton Mahoney Asset Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Picton Mahoney Asset Management sold 143,829 Kansas City Southern shares in Q4 2021, an estimated $38.9M.
Picton Mahoney Asset Management first reported a position in Kansas City Southern in Q2 2013 and held it in 6 quarters.
Picton Mahoney Asset Management's Kansas City Southern position peaked at $38.9M in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Picton Mahoney Asset Management's 13F filing for Q4 2021, filed 10 Feb 2022.