Long Pond Capital’s McDonald's MCD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-923,000	Closed	-$90.9M	–	35
2015 Q3	$90.9M	Buy	923,000 +27,000	+3%	+$2.66M	3.95%	9
2015 Q2	$85.2M	Sell	896,000 -324,000	-27%	-$30.8M	3.12%	8
2015 Q1	$119M	Buy	+1,220,000	New	+$119M	5.5%	5