Spyglass Capital Management’s Stitch Fix SFIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,081,829	Closed	-$163M	–	26
2021 Q3	$163M	Buy	4,081,829 +439,266	+12%	+$17.5M	3.74%	15
2021 Q2	$220M	Buy	3,642,563 +1,651,591	+83%	+$99.6M	4.89%	7
2021 Q1	$98.6M	Buy	+1,990,972	New	+$98.6M	2.6%	22