Anchor Bolt Capital’s GrafTech EAF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$315K Sell
3,878
-16,388
-81% -$1.33M 1.75% 19
2019
Q4
$2.36M Sell
20,266
-145,855
-88% -$16.9M 0.61% 24
2019
Q3
$21.3M Sell
166,121
-180,937
-52% -$23.2M 4.36% 11
2019
Q2
$39.9M Buy
347,058
+231,828
+201% +$26.7M 3.85% 5
2019
Q1
$14.7M Buy
+115,230
New +$14.7M 1.43% 25