Discovery Capital Management’s GrafTech EAF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-70,000	Closed	-$13.7M	–	48
2018 Q3	$13.7M	Buy	+70,000	New	+$13.7M	0.81%	26