Manikay Partners’s Baker Hughes BHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-850,130
Closed -$44.2M 49
2015
Q3
$44.2M Sell
850,130
-849,870
-50% -$44.2M 2.61% 14
2015
Q2
$105M Buy
1,700,000
+1,200,000
+240% +$74M 5.74% 5
2015
Q1
$31.8M Buy
+500,000
New +$31.8M 1.96% 19