MGM
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Miura Global Management’s Ashland ASH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-400,000
Closed -$46.4M 17
2016
Q3
$46.4M Buy
400,000
+125,000
+45% +$14.5M 5.08% 8
2016
Q2
$31.6M Buy
+275,000
New +$31.6M 3.39% 13