Gates Capital Management’s Itron ITRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-844,123	Closed	-$60.4M	–	35
2018 Q1	$60.4M	Buy	844,123 +594,683	+238%	+$42.5M	1.37%	18
2017 Q4	$17M	Buy	+249,440	New	+$17M	0.41%	30