Palestra Capital Management’s Air Products & Chemicals APD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-426,995	Closed	-$50.4M	–	22
2015 Q3	$50.4M	Buy	+426,995	New	+$50.4M	4.86%	10
2015 Q1	–	Sell	-269,601	Closed	-$36M	–	31
2014 Q4	$36M	Buy	+269,601	New	+$36M	3.14%	21