Caymus Capital Partners’s Vermilion Energy VET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-100,244	Closed	-$1.67M	–	37
2019 Q3	$1.67M	Sell	100,244 -446,016	-82%	-$7.43M	0.53%	28
2019 Q2	$11.9M	Buy	546,260 +29,960	+6%	+$651K	2.61%	13
2019 Q1	$12.7M	Buy	+516,300	New	+$12.7M	2.83%	16