LCM
VAR

Lakewood Capital Management’s Varian Medical Systems, Inc. VAR Stock Holding History

Lakewood Capital Management’s Portfolio VAR Stock Details VAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-142,558
Closed -$9.71M – 43
2013
Q4 		$9.71M Sell
142,558
-74,125
-34% -$5.05M 0.77% 33
2013
Q3 		$14.2M Hold
216,683
– – 1.15% 27
2013
Q2 		$12.8M Buy
+216,683
New +$12.8M 0.87% 33