Kestrel Investment Management’s MRC Global MRC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.25M	Sell	382,950 -17,900	-4%	-$245K	3.14%	13
2025 Q1	$4.6M	Buy	+400,850	New	+$4.6M	2.81%	15