Marcato Capital Management’s Norwegian Cruise Line NCLH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-282,000	Closed	-$15.5M	–	13
2019 Q1	$15.5M	Sell	282,000 -74,000	-21%	-$4.07M	2.41%	8
2018 Q4	$15.1M	Sell	356,000 -44,000	-11%	-$1.87M	3.32%	8
2018 Q3	$23M	Buy	+400,000	New	+$23M	2.49%	10