Palestra Capital Management’s Cheniere Energy LNG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-655,800	Closed	-$45.4M	–	27
2015 Q2	$45.4M	Buy	655,800 +238,400	+57%	+$16.5M	4.44%	12
2015 Q1	$32.3M	Buy	417,400 +265,300	+174%	+$20.5M	2.84%	23
2014 Q4	$10.7M	Buy	+152,100	New	+$10.7M	0.93%	27