Miura Global Management’s Altice USA ATUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-1,575,000
Closed -$45.2M 41
2019
Q3
$45.2M Buy
1,575,000
+10,000
+0.6% +$287K 7.95% 1
2019
Q2
$38.1M Sell
1,565,000
-535,000
-25% -$13M 6.17% 4
2019
Q1
$45.1M Buy
2,100,000
+1,400,000
+200% +$30.1M 7.73% 4
2018
Q4
$11.6M Buy
+700,000
New +$11.6M 2.95% 13
2017
Q4
Sell
-1,225,000
Closed -$33.5M 18
2017
Q3
$33.5M Buy
1,225,000
+25,000
+2% +$683K 8.73% 4
2017
Q2
$38.8M Buy
+1,200,000
New +$38.8M 8.49% 3