Lomas Capital Management’s Steel Dynamics STLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-605,000	Closed	-$10.8M	–	49
2015 Q4	$10.8M	Buy	+605,000	New	+$10.8M	1.89%	26