Palestra Capital Management’s Baidu BIDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-291,700
Closed -$58.1M 24
2015
Q2
$58.1M Buy
291,700
+114,500
+65% +$22.8M 5.67% 2
2015
Q1
$36.9M Sell
177,200
-11,400
-6% -$2.38M 3.25% 18
2014
Q4
$43M Sell
188,600
-75,900
-29% -$17.3M 3.75% 12
2014
Q3
$57.7M Buy
264,500
+79,700
+43% +$17.4M 4.93% 5
2014
Q2
$34.5M Buy
+184,800
New +$34.5M 2.85% 21