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Livent Corp

LTHM

Livent Corp

Livent Corp historical holders

total: 1

Joho Capital Livent Corp transactions over time

Total transactions:
14
New positions:
2
Sold out:
2
Added:
5
Reduced:
5
Held since:
2023 Q2
Held for:
1 quarter
Latest activity:
2023 Q3
Robert Karr has been an institutional investor in Livent Corp (LTHM) since 2019 Q3. According to 2026 Q1 report, Robert Karr doesn't hold any shares. The fund/company first acquired LTHM in 2019 Q3, initially purchasing about 2.47M shares. Robert Karr later completely sold out the position and reinvested in LTHM again in 2023 Q2. Since the initial investment, Joho Capital has made 13 more transactions in this position.

When did Robert Karr exit their LTHM position?

Robert Karr no longer holds Livent Corp (LTHM). They sold off their entire position in 2023 Q3, closing out an investment that began in 2019 Q3.

When did Robert Karr first invest in LTHM?

Robert Karr first invested in Livent Corp (LTHM) in 2019 Q3 at the reported quarter-end price of $6.69 per share, acquiring 2,473,989 shares in their initial purchase.

What is Robert Karr's average cost basis for LTHM?

Based on historical transaction data, Robert Karr's estimated cost basis for Livent Corp (LTHM) is approximately $27.43 per share. This represents their average reported price* across all buy transactions.

Has Robert Karr reinvested in LTHM after selling?

Yes, Robert Karr has shown renewed interest in Livent Corp (LTHM). After completely selling their position, they reinitiated an investment in 2023 Q2, demonstrating continued conviction in this ticker.

Estimated cost basis*

Weighted AVG buy price:
$27.43
Weighted AVG sell price:
$27.43

LTHM transactions history by Joho Capital

14 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2023 Q3
0.00%
0
$27.43
-100% (-710,000)
-3.91%
2023 Q2
3.91%
710,000
$27.43
$19,475,300
new
+3.91%
2023 Q1
0.00%
0
$19.87
-100% (-84,080)
-0.54%
2022 Q4
0.54%
84,080
$19.87
$1,670,670
-97.18% (-2,894,500)
-16.08%
2022 Q3
25.53%
2,978,580
$30.65
$91,293,000
-24.40% (-961,500)
-6.74%
2022 Q2
20.43%
3,940,080
$22.69
$89,400,000
-7.79% (-333,000)
-1.08%
2021 Q3
13.28%
4,273,080
$23.11
$98,751,000
+13.13% (+496,000)
+1.54%
2021 Q1
10.16%
3,777,080
$17.32
$65,419,000
+0.43% (+16,000)
+0.04%
2020 Q4
12.10%
$18.84
+27.26% (+805,605)
2020 Q3
5.36%
$8.97
+31.04% (+700,000)
2020 Q2
3.98%
$6.16
-38.25% (-1,397,315)
2020 Q1
4.97%
$5.25
-6.75% (-264,405)
2019 Q4
4.99%
$8.55
+58.34% (+1,443,206)
2019 Q3
2.92%
$6.69
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.