Discovery Capital Management’s PENN Entertainment PENN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-369,102	Closed	-$4.55M	–	143
2014 Q1	$4.55M	Sell	369,102 -641,298	-63%	-$7.9M	0.03%	118
2013 Q4	$14.5M	Buy	+1,010,400	New	+$14.5M	0.11%	98