Bronson Point Management’s Vulcan Materials VMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-317,200	Closed	-$20.9M	–	65
2014 Q4	$20.9M	Sell	317,200 -282,800	-47%	-$18.6M	1.64%	25
2014 Q3	$36.1M	Buy	600,000 +249,425	+71%	+$15M	2.2%	18
2014 Q2	$22.3M	Buy	+350,575	New	+$22.3M	1.15%	37