Palestra Capital Management’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-613,000	Closed	-$77M	–	25
2018 Q1	$77M	Buy	613,000 +40,000	+7%	+$5.02M	4.27%	14
2017 Q4	$60.1M	Buy	+573,000	New	+$60.1M	3.37%	18
2016 Q2	–	Sell	-587,342	Closed	-$34.2M	–	25
2016 Q1	$34.2M	Buy	+587,342	New	+$34.2M	3.24%	15