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Spyglass Capital Management’s Leslie's LESL Stock Holding History

Spyglass Capital Management’s Portfolio LESL Stock Details LESL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-216,973
Closed -$40.7M – 26
2023
Q2 		$40.7M Sell
216,973
-18,450
-8% -$3.81M 2.94% 20
2023
Q1 		$51.8M Buy
235,423
+9,944
+4% +$2.58M 3.91% 15
2022
Q4 		$55.1M Sell
225,479
-28,361
-11% -$7.88M 4.42% 10
2022
Q3 		$74.7M Sell
253,840
-10,010
-4% -$3.01M 5.28% 3
2022
Q2 		$80.1M Buy
263,850
+50,240
+24% +$18.8M 4.45% 11
2022
Q1 		$82.7M Buy
+213,610
New +$88.8M 2.83% 21

Other funds holding LESL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spyglass Capital Management's LESL Position: Q3 2023 in Review

Spyglass Capital Management sold out of Leslie's (LESL) in Q3 2023, closing a stake of 216,973 shares — an estimated $40.7M sold.

Spyglass Capital Management first reported a position in LESL in Q1 2022 and held it in 6 quarters. The position peaked at $82.7M in Q1 2022. 224 funds tracked by Wall St. Rank hold LESL as of Q3 2023.

  • Spyglass Capital Management reported no remaining Leslie's position as of Q3 2023 after selling out during the quarter.
  • Spyglass Capital Management sold 216,973 Leslie's shares in Q3 2023, an estimated $40.7M.
  • Spyglass Capital Management first reported a position in Leslie's in Q1 2022 and held it in 6 quarters.
  • Spyglass Capital Management's Leslie's position peaked at $82.7M in Q1 2022.
  • 224 funds tracked by Wall St. Rank held Leslie's as of Q3 2023.

Based on Spyglass Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.