Gates Capital Management’s NOV NOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-1,145,043	Closed	-$94.3M	–	30
2014 Q2	$94.3M	Sell	1,145,043 -97,085	-8%	-$7.99M	2.52%	21
2014 Q1	$87.2M	Buy	+1,242,128	New	+$87.2M	2.56%	17