Blue Ridge Capital’s Herc Holdings HRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-1,320,000	Closed	-$87.8M	–	57
2013 Q3	$87.8M	Sell	1,320,000 -713,333	-35%	-$47.4M	1.05%	40
2013 Q2	$151M	Buy	+2,033,333	New	+$151M	1.83%	27