Discovery Capital Management’s INTELSAT S. A. I Stock Holding History

Discovery Capital Management’s Portfolio I Stock Details I Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-7,795,485	Closed	-$11.9M	–	66
2020 Q1	$11.9M	Sell	7,795,485 -835,842	-10%	-$3.5M	3.28%	12
2019 Q4	$60.7M	Buy	8,631,327 +2,232,758	+35%	+$35.1M	19.27%	1
2019 Q3	$146M	Buy	6,398,569 +490,936	+8%	+$10.4M	24.42%	1
2019 Q2	$115M	Sell	5,907,633 -191,443	-3%	-$3.71M	10.97%	2
2019 Q1	$95.5M	Sell	6,099,076 -409,102	-6%	-$8.68M	9.95%	3
2018 Q4	$139M	Buy	6,508,178 +707,778	+12%	+$19.1M	11.58%	1
2018 Q3	$174M	Sell	5,800,400 -946,000	-14%	-$20.7M	10.36%	1
2018 Q2	$112M	Sell	6,746,400 -676,634	-9%	-$8.75M	6.08%	2
2018 Q1	$27.9M	Hold	7,423,034	–	–	0.97%	34
2017 Q4	$25.2M	Buy	7,423,034 +472,621	+7%	+$2.11M	0.78%	40
2017 Q3	$32.7M	Buy	6,950,413 +606,622	+10%	+$2.29M	0.78%	39
2017 Q2	$19.4M	Hold	6,343,791	–	–	0.47%	42
2017 Q1	$26.3M	Buy	6,343,791 +1,773,994	+39%	+$6.69M	0.49%	57
2016 Q4	$12.2M	Hold	4,569,797	–	–	0.21%	79
2016 Q3	$12.4M	Buy	4,569,797 +513,883	+13%	+$1.39M	0.26%	62
2016 Q2	$10.5M	Buy	4,055,914 +3,647,178	+892%	+$11.5M	0.24%	60
2016 Q1	$1.03M	Buy	+408,736	New	+$1.15M	0.01%	95

Other funds holding I

New Generation Advisors Manchester, Massachusetts $45.6M AUM 15.43% 1-Year Est. Return

California Public Employees Retirement System

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return