Discovery Capital Management’s Compañía de Minas Buenaventura BVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-1,000,000	Closed	-$11.8M	–	96
2014 Q2	$11.8M	Buy	+1,000,000	New	+$11.8M	0.11%	91
2013 Q4	–	Sell	-400,000	Closed	-$4.68M	–	140
2013 Q3	$4.68M	Buy	400,000 +270,000	+208%	+$3.16M	0.04%	108
2013 Q2	$1.92M	Buy	+130,000	New	+$1.92M	0.02%	98