PSquared Asset Management’s Kansas City Southern KSU Stock Holding History

PSquared 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	-594,800	Closed	-$161M	–	10
2021 Q3	$161M	Buy	594,800 +275,600	+86%	+$76.7M	18.69%	2
2021 Q2	$90.5M	Buy	+319,200	New	+$92.1M	6.49%	6

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

PSquared Asset Management's KSU Position: Q4 2021 in Review

PSquared Asset Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 594,800 shares — an estimated $161M sold.

PSquared Asset Management first reported a position in KSU in Q2 2021 and held it in 2 quarters. The position peaked at $161M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

PSquared Asset Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
PSquared Asset Management sold 594,800 Kansas City Southern shares in Q4 2021, an estimated $161M.
PSquared Asset Management first reported a position in Kansas City Southern in Q2 2021 and held it in 2 quarters.
PSquared Asset Management's Kansas City Southern position peaked at $161M in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on PSquared Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.