Scopia Capital Management’s Welbilt, Inc. WBT Stock Holding History

Scopia Capital Management’s Portfolio WBT Stock Details WBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,783,669	Closed	-$43.5M	–	36
2019 Q4	$43.5M	Sell	2,783,669 -3,775,920	-58%	-$64.6M	3.37%	11
2019 Q3	$111M	Buy	6,559,589 +794,700	+14%	+$12.9M	6.47%	9
2019 Q2	$96.3M	Buy	5,764,889 +3,694,892	+178%	+$60.4M	4.28%	11
2019 Q1	$33.9M	Buy	+2,069,997	New	+$30.2M	1.25%	19

Other funds holding WBT

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Scopia Capital Management's WBT Position: Q1 2020 in Review

Scopia Capital Management sold out of Welbilt, Inc. (WBT) in Q1 2020, closing a stake of 2,783,669 shares — an estimated $43.5M sold.

Scopia Capital Management first reported a position in WBT in Q1 2019 and held it in 4 quarters. The position peaked at $111M in Q3 2019. 201 funds tracked by Wall St. Rank hold WBT as of Q1 2020.

Scopia Capital Management reported no remaining Welbilt, Inc. position as of Q1 2020 after selling out during the quarter.
Scopia Capital Management sold 2,783,669 Welbilt, Inc. shares in Q1 2020, an estimated $43.5M.
Scopia Capital Management first reported a position in Welbilt, Inc. in Q1 2019 and held it in 4 quarters.
Scopia Capital Management's Welbilt, Inc. position peaked at $111M in Q3 2019.
201 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2020.

Based on Scopia Capital Management's 13F filing for Q1 2020, filed 15 May 2020.