Otter Creek Management’s Campbell Soup CPB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-28,000	Closed	-$1.2M	–	48
2014 Q3	$1.2M	Buy	28,000 +15,000	+115%	+$641K	0.59%	31
2014 Q2	$596K	Buy	+13,000	New	+$596K	0.27%	36