Long Pond Capital’s Kansas City Southern KSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-645,000
Closed -$58.6M 41
2015
Q3
$58.6M Sell
645,000
-355,000
-36% -$32.3M 2.54% 15
2015
Q2
$91.2M Buy
+1,000,000
New +$91.2M 3.34% 7