Ospraie Management’s D.R. Horton DHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-426,303	Closed	-$10.5M	–	5
2014 Q2	$10.5M	Sell	426,303 -132,500	-24%	-$3.26M	2.36%	13
2014 Q1	$12.1M	Buy	558,803 +476,300	+577%	+$10.3M	4.88%	4
2013 Q4	$1.84M	Buy	+82,503	New	+$1.84M	1.47%	11