Gruber & McBaine Capital Management’s NMI Holdings NMIH Stock Holding History

Gruber & McBaine Capital Management’s Portfolio NMIH Stock Details NMIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-100,000	Closed	-$749K	–	197
2015 Q1	$749K	Buy	100,000 +50,000	+100%	+$391K	0.2%	129
2014 Q4	$457K	Hold	50,000	–	–	0.13%	145
2014 Q3	$433K	Hold	50,000	–	–	0.12%	159
2014 Q2	$525K	Hold	50,000	–	–	0.14%	155
2014 Q1	$586K	Buy	+50,000	New	+$594K	0.15%	148

Other funds holding NMIH

CRAM

Claren Road Asset Management New York $891K AUM

HCM

Hayman Capital Management Dallas, Texas $63.3M AUM 3.78% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Amici Capital New York $257M AUM 4.88% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

DW Partners New York $62.3M AUM 25.52% 1-Year Est. Return

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

WCM

Waterstone Capital Management St. Louis Park, Minnesota $98.6M AUM 19.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gruber & McBaine Capital Management's NMIH Position: Q2 2015 in Review

Gruber & McBaine Capital Management sold out of NMI Holdings (NMIH) in Q2 2015, closing a stake of 100,000 shares — an estimated $749K sold.

Gruber & McBaine Capital Management first reported a position in NMIH in Q1 2014 and held it in 5 quarters. The position peaked at $749K in Q1 2015. 85 funds tracked by Wall St. Rank hold NMIH as of Q2 2015.

Gruber & McBaine Capital Management reported no remaining NMI Holdings position as of Q2 2015 after selling out during the quarter.
Gruber & McBaine Capital Management sold 100,000 NMI Holdings shares in Q2 2015, an estimated $749K.
Gruber & McBaine Capital Management first reported a position in NMI Holdings in Q1 2014 and held it in 5 quarters.
Gruber & McBaine Capital Management's NMI Holdings position peaked at $749K in Q1 2015.
85 funds tracked by Wall St. Rank held NMI Holdings as of Q2 2015.

Based on Gruber & McBaine Capital Management's 13F filing for Q2 2015, filed 13 Aug 2015.