Discovery Capital Management’s Bob Evans Farms, Inc. BOBE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-1,820,000	Closed	-$85M	–	120
2016 Q1	$85M	Hold	1,820,000	–	–	1.23%	27
2015 Q4	$70.7M	Sell	1,820,000 -30,000	-2%	-$1.17M	0.84%	35
2015 Q3	$80.2M	Sell	1,850,000 -50,000	-3%	-$2.17M	0.89%	42
2015 Q2	$97M	Sell	1,900,000 -300,000	-14%	-$15.3M	1.14%	24
2015 Q1	$102M	Hold	2,200,000	–	–	1.16%	24
2014 Q4	$113M	Buy	2,200,000 +200,000	+10%	+$10.2M	1.16%	24
2014 Q3	$94.7M	Buy	+2,000,000	New	+$94.7M	1.07%	27