Discovery Capital Management’s Emcor EME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-535,300	Closed	-$22.7M	–	142
2013 Q4	$22.7M	Buy	535,300 +290,000	+118%	+$12.3M	0.17%	81
2013 Q3	$9.6M	Buy	+245,300	New	+$9.6M	0.08%	100