Bodenholm Capital’s Travel + Leisure Co TNL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-985,000	Closed	-$42.7M	–	11
2018 Q3	$42.7M	Buy	985,000 +354,000	+56%	+$15.3M	12.23%	4
2018 Q2	$28M	Buy	+631,000	New	+$28M	11.06%	5