Seawolf Capital’s Lesaka Technologies LSAK Stock Holding History

Seawolf Capital’s Portfolio LSAK Stock Details LSAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-191,000	Closed	-$1.76M	–	37
2016 Q1	$1.76M	Hold	191,000	–	–	0.7%	31
2015 Q4	$2.58M	Buy	+191,000	New	+$2.99M	0.6%	39
2015 Q2	–	Sell	-44,700	Closed	-$611K	–	64
2015 Q1	$611K	Sell	44,700 -8,100	-15%	-$105K	0.12%	46
2014 Q4	$602K	Buy	+52,800	New	+$627K	0.15%	43
2014 Q2	–	Sell	-80,000	Closed	-$797K	–	42
2014 Q1	$797K	Sell	80,000 -173,400	-68%	-$1.62M	0.24%	38
2013 Q4	$2.21M	Buy	253,400 +185,900	+275%	+$1.97M	0.7%	36
2013 Q3	$809K	Buy	+67,500	New	+$609K	0.23%	38

Other funds holding LSAK

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Sensato Investors San Francisco, California $122M AUM 5.69% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Seawolf Capital's LSAK Position: Q1 2017 in Review

Seawolf Capital reduced its Lesaka Technologies (LSAK) stake by 34% in Q1 2017, selling an estimated $2.12M and leaving 322,717 shares worth $3.95M. The position accounts for 7.57% of the portfolio, ranked #2.

Seawolf Capital first reported a position in LSAK in Q2 2013 and has held it in 16 quarters since. The position peaked at $32.9M in Q2 2015. 103 funds tracked by Wall St. Rank hold LSAK as of Q1 2017.

Seawolf Capital held 322,717 shares of Lesaka Technologies worth $3.95M as of Q1 2017.
Seawolf Capital sold 169,201 Lesaka Technologies shares in Q1 2017, an estimated $2.12M.
Lesaka Technologies made up 7.57% of Seawolf Capital's portfolio in Q1 2017, its #2 holding.
Seawolf Capital first reported a position in Lesaka Technologies in Q2 2013 and has held it in 16 quarters since.
Seawolf Capital's Lesaka Technologies position peaked at $32.9M in Q2 2015.
103 funds tracked by Wall St. Rank held Lesaka Technologies as of Q1 2017.

Based on Seawolf Capital's 13F filing for Q1 2017, filed 12 May 2017.