Simcoe Capital Management’s Maplebear CART Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$56.6M	Buy	1,250,255 +251,780	+25%	+$11.4M	5.61%	6
2025 Q1	$39.8M	Hold	998,475	–	–	7.15%	5
2024 Q4	$41.4M	Sell	998,475 -227,215	-19%	-$9.41M	6.08%	8
2024 Q3	$49.9M	Buy	1,225,690 +838,470	+217%	+$34.2M	6.55%	6
2024 Q2	$12.4M	Buy	+387,220	New	+$12.4M	1.87%	10