Manikay Partners’s AB InBev BUD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-540,000	Closed	-$44.3M	–	3
2019 Q4	$44.3M	Hold	540,000	–	–	4.96%	7
2019 Q3	$51.4M	Sell	540,000 -2,000	-0.4%	-$190K	5.36%	8
2019 Q2	$48M	Hold	542,000	–	–	3.99%	9
2019 Q1	$45.5M	Buy	+542,000	New	+$45.5M	5.61%	7