Discovery Capital Management’s American Homes 4 Rent AMH Stock Holding History

Discovery Capital Management’s Portfolio AMH Stock Details AMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-1,250,000	Closed	-$20.2M	–	136
2013 Q3	$20.2M	Buy	+1,250,000	New	+$20M	0.18%	78

Other funds holding AMH

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Blue Ridge Capital New York $215M AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return

EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return