Blue Ridge Capital’s Cleveland-Cliffs CLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-1,440,000	Closed	-$37.7M	–	52
2013 Q4	$37.7M	Hold	1,440,000	–	–	0.39%	46
2013 Q3	$29.5M	Buy	+1,440,000	New	+$29.5M	0.35%	42