Discovery Capital Management’s Trane Technologies TT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-693,226	Closed	-$39.7M	–	148
2014 Q1	$39.7M	Sell	693,226 -1,086,500	-61%	-$62.2M	0.29%	80
2013 Q4	$110M	Sell	1,779,726 -523,861	-23%	-$32.3M	0.81%	36
2013 Q3	$119M	Sell	2,303,587 -301,106	-12%	-$15.6M	1.05%	35
2013 Q2	$116M	Buy	+2,604,693	New	+$116M	1.24%	25