Anchor Bolt Capital’s Carlisle Companies CSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-248,660	Closed	-$26M	–	68
2018 Q1	$26M	Sell	248,660 -299,185	-55%	-$31.2M	1.05%	34
2017 Q4	$62.3M	Buy	547,845 +523,992	+2,197%	+$59.6M	2.25%	12
2017 Q3	$2.39M	Buy	+23,853	New	+$2.39M	0.1%	80