MLIM
ESV

Mountain Lake Investment Management’s Ensco Rowan plc ESV Stock Holding History

Mountain Lake Investment Management’s Portfolio ESV Stock Details ESV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-66,864
Closed -$11M – 49
2014
Q3 		$11M Buy
66,864
+28,750
+75% +$4.75M 7.17% 2
2014
Q2 		$8.47M Buy
38,114
+3,994
+12% +$888K 5.33% 6
2014
Q1 		$7.2M Buy
34,120
+30,693
+896% +$6.48M 5.23% 8
2013
Q4 		$784K Buy
+3,427
New +$784K 0.54% 30