Miura Global Management’s TIME WARNER CABLE INC NEW COM STK TWC Stock Holding History

Miura Global Management’s Portfolio TWC Stock Details TWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-600,000	Closed	-$123M	–	34
2016 Q1	$123M	Sell	600,000 -200,000	-25%	-$37.8M	8.47%	2
2015 Q4	$148M	Sell	800,000 -200,000	-20%	-$37.1M	8.85%	1
2015 Q3	$179M	Sell	1,000,000 -25,000	-2%	-$4.67M	9.83%	1
2015 Q2	$183M	Buy	1,025,000 +765,000	+294%	+$127M	11.12%	1
2015 Q1	$39M	Buy	+260,000	New	+$38.8M	2.35%	19

Other funds holding TWC

OAM

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Miura Global Management's TWC Position: Q2 2016 in Review

Miura Global Management sold out of TIME WARNER CABLE INC NEW COM STK (TWC) in Q2 2016, closing a stake of 600,000 shares — an estimated $123M sold.

Miura Global Management first reported a position in TWC in Q1 2015 and held it in 5 quarters. The position peaked at $183M in Q2 2015. 2 funds tracked by Wall St. Rank hold TWC as of Q2 2016.

Miura Global Management reported no remaining TIME WARNER CABLE INC NEW COM STK position as of Q2 2016 after selling out during the quarter.
Miura Global Management sold 600,000 TIME WARNER CABLE INC NEW COM STK shares in Q2 2016, an estimated $123M.
Miura Global Management first reported a position in TIME WARNER CABLE INC NEW COM STK in Q1 2015 and held it in 5 quarters.
Miura Global Management's TIME WARNER CABLE INC NEW COM STK position peaked at $183M in Q2 2015.
2 funds tracked by Wall St. Rank held TIME WARNER CABLE INC NEW COM STK as of Q2 2016.

Based on Miura Global Management's 13F filing for Q2 2016, filed 15 Aug 2016.