Three Peaks Capital Management’s Westlake Corp WLK Stock Holding History

Three Peaks Capital Management’s Portfolio WLK Stock Details WLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-25,623	Closed	-$2.27M	–	127
2021 Q1	$2.27M	Buy	25,623 +10,088	+65%	+$876K	0.72%	69
2020 Q4	$1.27M	Buy	+15,535	New	+$1.16M	0.41%	106

Other funds holding WLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Three Peaks Capital Management's WLK Position: Q2 2021 in Review

Three Peaks Capital Management sold out of Westlake Corp (WLK) in Q2 2021, closing a stake of 25,623 shares — an estimated $2.27M sold.

Three Peaks Capital Management first reported a position in WLK in Q4 2020 and held it in 2 quarters. The position peaked at $2.27M in Q1 2021. 276 funds tracked by Wall St. Rank hold WLK as of Q2 2021.

Three Peaks Capital Management reported no remaining Westlake Corp position as of Q2 2021 after selling out during the quarter.
Three Peaks Capital Management sold 25,623 Westlake Corp shares in Q2 2021, an estimated $2.27M.
Three Peaks Capital Management first reported a position in Westlake Corp in Q4 2020 and held it in 2 quarters.
Three Peaks Capital Management's Westlake Corp position peaked at $2.27M in Q1 2021.
276 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2021.

Based on Three Peaks Capital Management's 13F filing for Q2 2021, filed 14 Jul 2021.