Two Creeks Capital Management, LP: CMG position timeline

Two Creeks Capital Management, LP held 0 CMG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 0 shares

   Change vs previous 13F -70,668 shares

   13F-HR 0001172661-26-004443 filed by Two Creeks Capital Management, LP
   Accepted 2026-10-08 17:47:33 UTC, ingested 2026-10-08 17:48:52 UTC

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-06-30

   13F 70,668 shares

   Change vs previous 13F -1,317,601 shares

   1.72% of the 13F portfolio, value $2,402,712.

   13F-HR 0001172661-26-003630 filed by Two Creeks Capital Management, LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 1,388,269 shares

   Change vs previous 13F -376,878 shares

   4.69% of the 13F portfolio, value $44,438,491.

   13F-HR 0001172661-26-002355 filed by Two Creeks Capital Management, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 1,765,147 shares

   Change vs previous 13F -663,836 shares

   5.35% of the 13F portfolio, value $65,310,439.

   13F-HR 0001172661-26-000833 filed by Two Creeks Capital Management, LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 2,428,983 shares

   Change vs previous 13F +1,028,611 shares

   6.84% of the 13F portfolio, value $95,191,844.

   13F-HR 0001172661-25-004816 filed by Two Creeks Capital Management, LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 1,400,372 shares

   Change vs previous 13F -494,578 shares

   5.23% of the 13F portfolio, value $78,630,888.

   13F-HR 0001172661-25-003357 filed by Two Creeks Capital Management, LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 1,894,950 shares

   Change vs previous 13F +184,700 shares

   6.08% of the 13F portfolio, value $95,145,440.

   13F-HR 0001172661-25-002070 filed by Two Creeks Capital Management, LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 1,710,250 shares

   Change vs previous 13F not available

   6.29% of the 13F portfolio, value $103,128,075.

   13F-HR 0001172661-25-000957 filed by Two Creeks Capital Management, LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).