Anchor Bolt 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 Q4	–	Sell	-134,137	Closed	-$13.7M	–	80
2014 Q3	$13.7M	Buy	134,137 +10,225	+8%	+$1.04M	0.94%	43
2014 Q2	$11.7M	Buy	123,912 +61,272	+98%	+$5.78M	0.98%	41
2014 Q1	$5.55M	Buy	+62,640	New	+$5.55M	0.65%	52