EdgePoint Investment Group’s LCI Industries LCII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-346,803	Closed	-$17.8M	–	44
2013 Q4	$17.8M	Sell	346,803 -588,095	-63%	-$30.1M	0.46%	38
2013 Q3	$42.6M	Sell	934,898 -11,814	-1%	-$538K	1.24%	30
2013 Q2	$37.2M	Buy	+946,712	New	+$37.2M	1.24%	29