CR Intrinsic Investors’s Eagle Materials EXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-248,000
Closed -$19.2M 263
2013
Q4
$19.2M Buy
248,000
+100,000
+68% +$7.74M 0.83% 25
2013
Q3
$10.7M Buy
148,000
+103,000
+229% +$7.47M 0.33% 96
2013
Q2
$2.98M Buy
+45,000
New +$2.98M 0.1% 222