Nokota Management’s INTELSAT S. A. I Stock Holding History

Nokota Management’s Portfolio I Stock Details I Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,401,177	Closed	-$16.9M	–	36
2019 Q4	$16.9M	Buy	2,401,177 +1,839,942	+328%	+$28.9M	0.72%	18
2019 Q3	$12.8M	Sell	561,235 -423,183	-43%	-$8.93M	0.5%	31
2019 Q2	$19.1M	Sell	984,418 -114,846	-10%	-$2.23M	0.65%	19
2019 Q1	$17.2M	Buy	1,099,264 +742,146	+208%	+$15.7M	0.52%	25
2018 Q4	$7.64M	Buy	+357,118	New	+$9.65M	0.25%	54

Other funds holding I

BPA

BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KSCM

Key Square Capital Management Stamford, Connecticut $14.2M AUM 21.27% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Nokota Management's I Position: Q1 2020 in Review

Nokota Management sold out of INTELSAT S. A. (I) in Q1 2020, closing a stake of 2,401,177 shares — an estimated $16.9M sold.

Nokota Management first reported a position in I in Q4 2018 and held it in 5 quarters. The position peaked at $19.1M in Q2 2019. 120 funds tracked by Wall St. Rank hold I as of Q1 2020.

Nokota Management reported no remaining INTELSAT S. A. position as of Q1 2020 after selling out during the quarter.
Nokota Management sold 2,401,177 INTELSAT S. A. shares in Q1 2020, an estimated $16.9M.
Nokota Management first reported a position in INTELSAT S. A. in Q4 2018 and held it in 5 quarters.
Nokota Management's INTELSAT S. A. position peaked at $19.1M in Q2 2019.
120 funds tracked by Wall St. Rank held INTELSAT S. A. as of Q1 2020.

Based on Nokota Management's 13F filing for Q1 2020, filed 15 May 2020.