Robert Karr - Joho Capital 13F Activity & Position Changes (Q3 2024)
As of Sep 30, 2024, the Joho Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 2024. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2024, the filing reported:
New Buys - Texas Roadhouse, Inc.
Increases - Dutch Bros Inc.
Reductions - Adobe Inc., Constellation Brands, Inc.
Complete Exits - Shoals Technologies Group, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.