Lomas Capital Management’s Air Products & Chemicals APD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-159,527	Closed	-$21.3M	–	40
2014 Q4	$21.3M	Buy	159,527 +62,265	+64%	+$8.31M	3.74%	7
2014 Q3	$11.7M	Sell	97,262 -17,944	-16%	-$2.16M	2.27%	22
2014 Q2	$13.7M	Buy	+115,206	New	+$13.7M	2.46%	18