Selkirk Management’s Just Eat Takeaway.com N.V. American Depositary Shares GRUB Stock Holding History

Selkirk Management’s Portfolio GRUB Stock Details GRUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-68,500	Closed	-$8.22M	–	21
2021 Q1	$8.22M	Sell	68,500 -11,000	-14%	-$1.53M	2.45%	15
2020 Q4	$11.8M	Hold	79,500	–	–	3.83%	11
2020 Q3	$11.5M	Hold	79,500	–	–	3.65%	10
2020 Q2	$11.2M	Hold	79,500	–	–	4.8%	8
2020 Q1	$6.48M	Hold	79,500	–	–	3.65%	15
2019 Q4	$7.73M	Buy	79,500 +24,750	+45%	+$2.27M	3.88%	14
2019 Q3	$6.16M	Hold	54,750	–	–	3.47%	15
2019 Q2	$8.54M	Hold	54,750	–	–	4.6%	11
2019 Q1	$7.61M	Hold	54,750	–	–	4.31%	11
2018 Q4	$8.41M	Hold	54,750	–	–	5.69%	7
2018 Q3	$15.2M	Sell	54,750 -10,750	-16%	-$2.77M	7.73%	3
2018 Q2	$13.7M	Hold	65,500	–	–	7.08%	5
2018 Q1	$13.3M	Hold	65,500	–	–	6.82%	5
2017 Q4	$9.41M	Sell	65,500 -13,050	-17%	-$1.64M	5.02%	9
2017 Q3	$8.27M	Hold	78,550	–	–	4.52%	10
2017 Q2	$6.85M	Buy	78,550 +38,550	+96%	+$3.2M	3.88%	11
2017 Q1	$2.63M	Buy	+40,000	New	+$2.95M	1.49%	19
2015 Q4	–	Sell	-40,000	Closed	-$1.95M	–	21
2015 Q3	$1.95M	Buy	40,000 +16,500	+70%	+$961K	1.21%	20
2015 Q2	$1.6M	Buy	+23,500	New	+$1.9M	0.88%	20

Other funds holding GRUB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Selkirk Management's GRUB Position: Q2 2021 in Review

Selkirk Management sold out of Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) in Q2 2021, closing a stake of 68,500 shares — an estimated $8.22M sold.

Selkirk Management first reported a position in GRUB in Q2 2015 and held it in 19 quarters. The position peaked at $15.2M in Q3 2018. 189 funds tracked by Wall St. Rank hold GRUB as of Q2 2021.

Selkirk Management reported no remaining Just Eat Takeaway.com N.V. American Depositary Shares position as of Q2 2021 after selling out during the quarter.
Selkirk Management sold 68,500 Just Eat Takeaway.com N.V. American Depositary Shares shares in Q2 2021, an estimated $8.22M.
Selkirk Management first reported a position in Just Eat Takeaway.com N.V. American Depositary Shares in Q2 2015 and held it in 19 quarters.
Selkirk Management's Just Eat Takeaway.com N.V. American Depositary Shares position peaked at $15.2M in Q3 2018.
189 funds tracked by Wall St. Rank held Just Eat Takeaway.com N.V. American Depositary Shares as of Q2 2021.

Based on Selkirk Management's 13F filing for Q2 2021, filed 16 Aug 2021.