Conatus Capital Management’s MGIC Investment MTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-7,467,600	Closed	-$65.9M	–	27
2015 Q4	$65.9M	Buy	7,467,600 +1,495,847	+25%	+$13.2M	4.34%	12
2015 Q3	$55.3M	Sell	5,971,753 -464,605	-7%	-$4.3M	3.49%	15
2015 Q2	$73.2M	Buy	+6,436,358	New	+$73.2M	4.46%	10