Kensico Capital Management’s Cardinal Health CAH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,025,000	Closed	-$64.2M	–	31
2018 Q1	$64.2M	Buy	1,025,000 +740,000	+260%	+$46.4M	1.14%	21
2017 Q4	$17.5M	Buy	+285,000	New	+$17.5M	0.35%	23