Manikay Partners’s Micron Technology MU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-750,000	Closed	-$39.3M	–	30
2018 Q2	$39.3M	Buy	750,000 +150,000	+25%	+$7.87M	2.73%	14
2018 Q1	$31.3M	Hold	600,000	–	–	1.63%	17
2017 Q4	$24.7M	Buy	+600,000	New	+$24.7M	1.3%	18