BCM
AWAY

Bares Capital Management’s HOMEAWAY INC COM AWAY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-2,322,208
Closed -$61.6M 20
2015
Q3
$61.6M Sell
2,322,208
-369,231
-14% -$9.8M 6.13% 5
2015
Q2
$83.8M Buy
2,691,439
+1,523,196
+130% +$47.4M 7.84% 6
2015
Q1
$35.2M Buy
+1,168,243
New +$35.2M 4.34% 9