Discovery Capital Management’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-1,223,485
Closed -$50.7M 52
2017
Q4
$50.7M Buy
1,223,485
+1,182,985
+2,921% +$49M 1.57% 21
2017
Q3
$1.49M Buy
+40,500
New +$1.49M 0.04% 57
2017
Q2
Sell
-2,551,308
Closed -$106M 54
2017
Q1
$106M Sell
2,551,308
-807,400
-24% -$33.7M 1.98% 15
2016
Q4
$153M Buy
+3,358,708
New +$153M 2.59% 9