Discovery Capital Management’s Bread Financial BFH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-240,827	Closed	-$52.4M	–	120
2014 Q1	$52.4M	Buy	+240,827	New	+$52.4M	0.38%	69