LionEye Capital Management’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-1,900,000	Closed	-$36.5M	–	31
2015 Q2	$36.5M	Buy	1,900,000 +676,900	+55%	+$13M	1.42%	14
2015 Q1	$27.6M	Buy	+1,223,100	New	+$27.6M	1.11%	16