TCP
ASAP

ThornTree Capital Partners’s Waitr Holdings Inc. Common Stock ASAP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,995,300
Closed -$12.6M 18
2019
Q2
$12.6M Buy
1,995,300
+589,600
+42% +$3.71M 3.96% 13
2019
Q1
$17.3M Sell
1,405,700
-129,700
-8% -$1.59M 4.97% 12
2018
Q4
$17.1M Buy
+1,535,400
New +$17.1M 5.38% 11