Anchor Bolt Capital’s MSC Industrial Direct MSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-233,692	Closed	-$21.4M	–	77
2018 Q1	$21.4M	Sell	233,692 -154,227	-40%	-$14.1M	0.87%	42
2017 Q4	$37.5M	Buy	+387,919	New	+$37.5M	1.36%	28