Park West Asset Management’s Micron Technology MU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-300,000
Closed -$7.1M 58
2014
Q1
$7.1M Sell
300,000
-450,000
-60% -$10.6M 0.81% 32
2013
Q4
$16.3M Sell
750,000
-250,000
-25% -$5.44M 2.07% 18
2013
Q3
$17.5M Sell
1,000,000
-1,000,000
-50% -$17.5M 2.59% 12
2013
Q2
$28.7M Buy
+2,000,000
New +$28.7M 3.38% 9