Twin Lakes Capital Management’s MGIC Investment MTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$632K	Sell	24,094 -132	-0.5%	-$3.53K	0.29%	49
2025 Q4	$708K	Sell	24,226 -1,452	-6%	-$40.8K	0.31%	48
2025 Q3	$728K	Sell	25,678 -111	-0.4%	-$3.02K	0.34%	48
2025 Q2	$718K	Sell	25,789 -5,036	-16%	-$130K	0.44%	47
2025 Q1	$764K	Buy	30,825 +169	+0.6%	+$4.09K	0.51%	42
2024 Q4	$727K	Buy	30,656 +160	+0.5%	+$4K	0.47%	44
2024 Q3	$781K	Buy	30,496 +163	+0.5%	+$3.93K	0.5%	42
2024 Q2	$654K	Sell	30,333 -1,280	-4%	-$26.6K	0.45%	45
2024 Q1	$707K	Buy	31,613 +182	+0.6%	+$3.63K	0.48%	42
2023 Q4	$606K	Sell	31,431 -10,592	-25%	-$187K	0.41%	46
2023 Q3	$701K	Buy	42,023 +280	+0.7%	+$4.76K	0.52%	39
2023 Q2	$659K	Buy	41,743 +280	+0.7%	+$4.15K	0.47%	43
2023 Q1	$556K	Buy	41,463 +300	+0.7%	+$4.04K	0.42%	49
2022 Q4	$535K	Sell	41,163 -423	-1%	-$5.56K	0.41%	48
2022 Q3	$533K	Buy	41,586 +277	+0.7%	+$3.88K	0.43%	51
2022 Q2	$520K	Buy	41,309 +241	+0.6%	+$3.17K	0.38%	48
2022 Q1	$556K	Buy	41,068 +218	+0.5%	+$3.27K	0.31%	56
2021 Q4	$589K	Sell	40,850 -1,568	-4%	-$23.8K	0.31%	54
2021 Q3	$635K	Buy	42,418 +221	+0.5%	+$3.2K	0.37%	49
2021 Q2	$574K	Buy	42,197 +173	+0.4%	+$2.48K	0.32%	51
2021 Q1	$582K	Sell	42,024 -8,434	-17%	-$108K	0.36%	49
2020 Q4	$633K	Buy	+50,458	New	+$571K	0.45%	47