Gates Capital Management’s CF Industries CF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-1,155,015	Closed	-$53.8M	–	30
2013 Q4	$53.8M	Buy	1,155,015 +463,010	+67%	+$21.6M	1.78%	23
2013 Q3	$29.2M	Buy	+692,005	New	+$29.2M	1.16%	25