Anchor Bolt Capital’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-781,965	Closed	-$15.2M	–	76
2016 Q2	$15.2M	Sell	781,965 -183,908	-19%	-$3.58M	0.53%	50
2016 Q1	$18.1M	Buy	+965,873	New	+$18.1M	0.59%	48