Lakewood Capital Management’s Humana HUM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-116,158	Closed	-$10.8M	–	46
2013 Q3	$10.8M	Sell	116,158 -80,000	-41%	-$7.47M	0.88%	33
2013 Q2	$16.6M	Buy	+196,158	New	+$16.6M	1.13%	29