Adams Hill Capital’s Eagle Materials EXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-75,000	Closed	-$7.07M	–	21
2014 Q2	$7.07M	Buy	75,000 +25,000	+50%	+$2.36M	3.79%	11
2014 Q1	$4.43M	Buy	+50,000	New	+$4.43M	4.33%	8