Discovery Capital Management’s Yum! Brands YUM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-3,063,330	Closed	-$161M	–	123
2015 Q4	$161M	Buy	3,063,330 +1,326,041	+76%	+$69.6M	1.91%	12
2015 Q3	$99.9M	Buy	+1,737,289	New	+$99.9M	1.11%	28
2013 Q4	–	Sell	-760,877	Closed	-$39.1M	–	156
2013 Q3	$39.1M	Buy	+760,877	New	+$39.1M	0.34%	59