12 West Capital Management’s MASONITE INTERNATIONAL CORP DOOR Stock Holding History

12 West Capital Management’s Portfolio DOOR Stock Details DOOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-853,658	Closed	-$64.5M	–	21
2017 Q2	$64.5M	Sell	853,658 -60,880	-7%	-$4.68M	10.91%	4
2017 Q1	$72.5M	Sell	914,538 -167,000	-15%	-$12.1M	14.41%	2
2016 Q4	$71.2M	Sell	1,081,538 -91,130	-8%	-$5.71M	12.65%	3
2016 Q3	$72.9M	Hold	1,172,668	–	–	10.45%	3
2016 Q2	$77.6M	Sell	1,172,668 -11,511	-1%	-$789K	12.51%	3
2016 Q1	$77.6M	Sell	1,184,179 -625,475	-35%	-$35.3M	10.78%	3
2015 Q4	$111M	Sell	1,809,654 -446,893	-20%	-$27.8M	15.81%	3
2015 Q3	$137M	Hold	2,256,547	–	–	19.95%	2
2015 Q2	$158M	Hold	2,256,547	–	–	18.07%	2
2015 Q1	$152M	Buy	2,256,547 +34,912	+2%	+$2.21M	16.89%	2
2014 Q4	$137M	Hold	2,221,635	–	–	16.94%	2
2014 Q3	$123M	Buy	2,221,635 +100,000	+5%	+$5.48M	14.36%	2
2014 Q2	$119M	Buy	2,121,635 +592,550	+39%	+$32.2M	15.3%	2
2014 Q1	$86.4M	Buy	1,529,085 +10,501	+0.7%	+$593K	13.81%	2
2013 Q4	$91.1M	Hold	1,518,584	–	–	14.51%	2
2013 Q3	$74.3M	Buy	+1,518,584	New	+$75.6M	10.62%	4

Other funds holding DOOR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

12 West Capital Management's DOOR Position: Q3 2017 in Review

12 West Capital Management sold out of MASONITE INTERNATIONAL CORP (DOOR) in Q3 2017, closing a stake of 853,658 shares — an estimated $64.5M sold.

12 West Capital Management first reported a position in DOOR in Q3 2013 and held it in 16 quarters. The position peaked at $158M in Q2 2015. 154 funds tracked by Wall St. Rank hold DOOR as of Q3 2017.

12 West Capital Management reported no remaining MASONITE INTERNATIONAL CORP position as of Q3 2017 after selling out during the quarter.
12 West Capital Management sold 853,658 MASONITE INTERNATIONAL CORP shares in Q3 2017, an estimated $64.5M.
12 West Capital Management first reported a position in MASONITE INTERNATIONAL CORP in Q3 2013 and held it in 16 quarters.
12 West Capital Management's MASONITE INTERNATIONAL CORP position peaked at $158M in Q2 2015.
154 funds tracked by Wall St. Rank held MASONITE INTERNATIONAL CORP as of Q3 2017.

Based on 12 West Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.