Lomas Capital Management’s Cummins CMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-74,000	Closed	-$9.77M	–	45
2014 Q3	$9.77M	Buy	+74,000	New	+$9.77M	1.89%	27