Lakewood Capital Management’s Benchmark Electronics BHE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-563,423	Closed	-$11.3M	–	48
2013 Q2	$11.3M	Buy	+563,423	New	+$11.3M	0.77%	37