Telemark Asset Management’s Karooooo KARO Stock Holding History

Telemark Asset Management’s Portfolio KARO Stock Details KARO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.6M	Hold	215,150	–	–	0.77%	42
2026 Q1	$10.7M	Sell	215,150 -10,000	-4%	-$473K	0.99%	35
2025 Q4	$10.2M	Hold	225,150	–	–	1.02%	37
2025 Q3	$12.9M	Hold	225,150	–	–	1.22%	29
2025 Q2	$11M	Buy	+225,150	New	+$10.6M	1%	32

Other funds holding KARO

Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SDWIA

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Telemark Asset Management's KARO Position: Q2 2026 in Review

Telemark Asset Management held its Karooooo (KARO) position steady in Q2 2026 at 215,150 shares worth $10.6M. The position accounts for 0.77% of the portfolio, ranked #42.

Telemark Asset Management first reported a position in KARO in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.9M in Q3 2025. 83 funds tracked by Wall St. Rank hold KARO as of Q2 2026.

Telemark Asset Management held 215,150 shares of Karooooo worth $10.6M as of Q2 2026.
Telemark Asset Management left its Karooooo share count unchanged in Q2 2026.
Karooooo made up 0.77% of Telemark Asset Management's portfolio in Q2 2026, its #42 holding.
Telemark Asset Management first reported a position in Karooooo in Q2 2025 and has held it in 5 quarters since.
Telemark Asset Management's Karooooo position peaked at $12.9M in Q3 2025.
83 funds tracked by Wall St. Rank held Karooooo as of Q2 2026.

Based on Telemark Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.