Discovery Capital Management’s DuPont de Nemours DD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-4,089,300	Closed	-$433M	–	118
2014 Q3	$433M	Sell	4,089,300 -457,500	-10%	-$48.4M	4.88%	4
2014 Q2	$472M	Buy	4,546,800 +579,087	+15%	+$60.1M	4.51%	3
2014 Q1	$389M	Buy	3,967,713 +3,600,920	+982%	+$353M	2.84%	5
2013 Q4	$32.9M	Buy	+366,793	New	+$32.9M	0.24%	72