Bares Capital Management’s Masimo MASI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-2,153,144
Closed -$62.9M 71
2013
Q4
$62.9M Sell
2,153,144
-237,262
-10% -$6.94M 5.44% 9
2013
Q3
$63.7M Sell
2,390,406
-647,065
-21% -$17.2M 5.94% 7
2013
Q2
$64.4M Buy
+3,037,471
New +$64.4M 6.3% 7