Conatus Capital Management’s B/E Aerospace Inc BEAV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-1,504,841
Closed -$94.8M 30
2013
Q4
$94.8M Sell
1,504,841
-29,363
-2% -$1.85M 3.56% 13
2013
Q3
$82M Buy
1,534,204
+407,244
+36% +$21.8M 3.46% 13
2013
Q2
$51.5M Buy
+1,126,960
New +$51.5M 2.16% 28