Hitchwood Capital Management’s Vulcan Materials VMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-500,000	Closed	-$63.3M	–	46
2017 Q2	$63.3M	Buy	500,000 +330,000	+194%	+$41.8M	2.6%	20
2017 Q1	$20.5M	Buy	+170,000	New	+$20.5M	0.76%	36
2016 Q4	–	Sell	-200,000	Closed	-$22.7M	–	47
2016 Q3	$22.7M	Buy	+200,000	New	+$22.7M	0.7%	24