Lakewood Capital Management’s TW TELECOM INC CL A COM TWTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-340,000
Closed -$10.4M 45
2013
Q4
$10.4M Hold
340,000
0.82% 32
2013
Q3
$10.2M Hold
340,000
0.82% 36
2013
Q2
$9.57M Buy
+340,000
New +$9.57M 0.65% 41