Hoplite Capital Management’s Eagle Materials EXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-861,285	Closed	-$76.4M	–	38
2014 Q1	$76.4M	Sell	861,285 -151,579	-15%	-$13.4M	2.11%	26
2013 Q4	$78.4M	Buy	1,012,864 +615,459	+155%	+$47.7M	2.21%	23
2013 Q3	$28.8M	Sell	397,405 -71,610	-15%	-$5.2M	1.02%	28
2013 Q2	$31.1M	Buy	+469,015	New	+$31.1M	1.08%	32