Vault-13

KAROOOOO LTD KARO

ORD SHS · Common Stock · CUSIP Y4600W108

20 institutional holders +0 vs Q1 2023
3,232,9753.2m shares reported held*
$75.6mreported value*
3 new 4 added 4 reduced 3 sold out net bought ≈ $177.8k (+7.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $23.37.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 20Q4 22: 21Q1 23: 20Q2 23: 2020Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202220
Q4 202221
Q1 202320
Q2 202320

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q4 22: 8 bought or addedQ4 22: 4 cut or sold outQ4 22Q1 23: 12 bought or addedQ1 23: 8 cut or sold outQ1 23Q2 23: 7 bought or addedQ2 23: 7 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202284
Q1 2023128
Q2 202377

Biggest buyers

ANCHOR CAPITAL ADVISORS LLC New +15,762+15.8k
Gladius Capital Management LP New +5,743+5.7k
Robeco Institutional Asset Management B.V. New +4,000+4.0k
BARCLAYS PLC Added +3,689+3.7k
SCHWARTZ INVESTMENT COUNSEL INC Added +3,429+3.4k
MORGAN STANLEY Added +2,598+2.6k
MILLENNIUM MANAGEMENT LLC Added +2,156+2.2k

Biggest sellers

CITADEL ADVISORS LLC Sold out -12,259-12.3k
JUPITER ASSET MANAGEMENT LTD Reduced -7,306-7.3k
POLEN CAPITAL MANAGEMENT LLC Reduced -5,926-5.9k
LAZARD ASSET MANAGEMENT LLC Sold out -3,678-3.7k
Tower Research Capital LLC (TRC) Reduced -330-330
UBS Group AG Reduced -276-276
JPMORGAN CHASE & CO Sold out -5-5

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Calisto Isaias Jose 13D · may seek influence filed 2025-06-17
Stated purposeIn anticipation of the Issuer's initial public offering, and recognizing that Mr. Calisto, as founder, would receive no special rights pursuant to the Constitution of the Issuer, Mr. Calisto and Georgem Holdings (Pty) Ltd. ("Georgem") entered into that certain Voting Agreement (the "Original Voting Agreement"), dated as of March 22, 2021, with the purpose of providing Mr. Calisto and his permitted transferees the right to exercise, or cause Georgem to exercise as directed by Mr. Calisto and his permitted transferees, the voting rights in respect of the Initial Georgem Holding (as defined below). In connection with the initial public offering of the Issuer in the United States, a corporate reorganization (the "Corporate Reorganization") was undertaken pursuant to a scheme of arrangement un… Full filing
 68.5% 21.2m≈ $1.0bn 2025-06-17
GOBI CAPITAL LLC 13G · institution no change · filed 2026-02-18 7.1% no change 2.2m≈ $108.6m 2026-02-18

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Gobi Capital LLC 3.34% of their portfolio Beverly Hills, CA 2,206,1552.2m $51.6m $51.6m 3.34% Unchanged
2 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 214,000214.0k $5.0m $5.0m 0.00% Unchanged
3 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1.36% of their portfolio MINNEAPOLIS, MN 173,334173.3k $4.1m $4.1m 1.36% Unchanged
4 JUPITER ASSET MANAGEMENT LTD 0.04% of their portfolio London, X0 167,024167.0k $3.8m $3.8m 0.04% Reduced -7.3k -7,306
5 Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio TOKYO, M0 147,147147.1k $3.4m $3.4m 0.01% Unchanged
6 POLEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio Boca Raton, FL 121,677121.7k $2.8m $2.8m 0.01% Reduced -5.9k -5,926
7 683 Capital Management, LLC 0.15% of their portfolio NEW YORK, NY 64,00064.0k $1.5m $1.5m 0.15% Unchanged
8 SCHWARTZ INVESTMENT COUNSEL INC 0.05% of their portfolio PLYMOUTH, MI 50,68550.7k $1.2m $1.2m 0.05% Added +3.4k +3,429
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 18,21818.2k $424.8k $424.8k 0.00% Unchanged
10 ANCHOR CAPITAL ADVISORS LLC 0.01% of their portfolio Boston, MA 15,76215.8k $367.6k $367.6k 0.01% New
11 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 12,65712.7k $295.2k $295.2k 0.00% Added +2.2k +2,156
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 10,54510.5k $246.8k $246.8k 0.00% Added +2.6k +2,598
13 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.00% of their portfolio HOUSTON, TX 9,4709.5k $222.0k $222.0k 0.00% Unchanged
14 BlackRock Inc. 0.00% of their portfolio New York, NY 6,5356.5k $152.9k $152.9k 0.00% Unchanged
15 Gladius Capital Management LP 0.07% of their portfolio PARK CITY, UT 5,7435.7k $134.4k $134.4k 0.07% New
16 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,5464.5k $106.4k $106.4k 0.00% Added +3.7k +3,689
17 Robeco Institutional Asset Management B.V. 0.00% of their portfolio ROTTERDAM, P7 4,0004.0k $93.3k $93.3k 0.00% New
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,3811.4k $32.3k $32.3k 0.00% Reduced -276 -276
19 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 9696 $2.2k $2.2k 0.00% Reduced -330 -330
20 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged