Discovery Capital Management’s American International AIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-2,219,600	Closed	-$121M	–	92
2014 Q2	$121M	Buy	2,219,600 +1,068,600	+93%	+$58.3M	1.16%	30
2014 Q1	$57.6M	Sell	1,151,000 -604,000	-34%	-$30.2M	0.42%	67
2013 Q4	$89.6M	Buy	1,755,000 +195,000	+13%	+$9.95M	0.67%	39
2013 Q3	$75.9M	Buy	+1,560,000	New	+$75.9M	0.67%	44