Palestra Capital Management’s Asbury Automotive ABG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-606,651
Closed -$39.1M 29
2014
Q3
$39.1M Buy
606,651
+73,351
+14% +$4.73M 3.34% 15
2014
Q2
$36.7M Buy
533,300
+133,300
+33% +$9.16M 3.02% 19
2014
Q1
$22.1M Buy
+400,000
New +$22.1M 2.84% 23