LPC
PGEM

Long Pond Capital’s Ply Gem Holdings, Inc. PGEM Stock Holding History

Long Pond Capital’s Portfolio PGEM Stock Details PGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-261,370
Closed -$3.3M – 40
2014
Q1 		$3.3M Sell
261,370
-532,200
-67% -$6.72M 0.33% 25
2013
Q4 		$14.3M Sell
793,570
-214,311
-21% -$3.86M 1.38% 25
2013
Q3 		$14.1M Buy
+1,007,881
New +$14.1M 2.19% 14