Adams Hill Capital’s Steel Dynamics STLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-450,000	Closed	-$8.08M	–	25
2014 Q2	$8.08M	Sell	450,000 -200,000	-31%	-$3.59M	4.33%	5
2014 Q1	$11.6M	Buy	+650,000	New	+$11.6M	11.3%	4