Bronson Point Management’s J.M. Smucker SJM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-187,280	Closed	-$18.5M	–	68
2014 Q3	$18.5M	Sell	187,280 -15,000	-7%	-$1.48M	1.13%	32
2014 Q2	$21.6M	Buy	202,280 +77,280	+62%	+$8.24M	1.11%	41
2014 Q1	$12.2M	Buy	+125,000	New	+$12.2M	0.81%	43