Lakewood Capital Management’s McDermott International MDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-516,935
Closed -$12.1M 37
2014
Q1
$12.1M Sell
516,935
-433,333
-46% -$10.2M 0.92% 27
2013
Q4
$26.1M Buy
950,268
+40,000
+4% +$1.1M 2.07% 19
2013
Q3
$20.3M Buy
+910,268
New +$20.3M 1.65% 22