Manikay Partners’s Brightstar Lottery PLC BRSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-550,000	Closed	-$10.1M	–	34
2017 Q2	$10.1M	Hold	550,000	–	–	0.66%	25
2017 Q1	$13M	Sell	550,000 -150,000	-21%	-$3.91M	0.98%	21
2016 Q4	$17.9M	Sell	700,000 -600,000	-46%	-$16.1M	1.01%	24
2016 Q3	$31.7M	Hold	1,300,000	–	–	1.82%	22
2016 Q2	$24.4M	Hold	1,300,000	–	–	1.86%	18
2016 Q1	$23.7M	Sell	1,300,000 -175,000	-12%	-$2.66M	1.35%	23
2015 Q4	$23.9M	Sell	1,475,000 -1,275,000	-46%	-$20.4M	1.23%	28
2015 Q3	$42.2M	Sell	2,750,000 -250,000	-8%	-$4.44M	2.49%	18
2015 Q2	$53.3M	Sell	3,000,000 -3,231,700	-52%	-$61.6M	2.94%	14
2015 Q1	$108M	Sell	6,231,700 -268,300	-4%	-$4.67M	6.94%	2
2014 Q4	$112M	Buy	6,500,000 +1,000,000	+18%	+$16.8M	6.05%	2
2014 Q3	$92.8M	Buy	+5,500,000	New	+$91.5M	5.8%	6