Permian Investment Partners’s American Homes 4 Rent AMH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-100,000	Closed	-$1.66M	–	13
2015 Q1	$1.66M	Buy	100,000 +50,000	+100%	+$828K	0.64%	11
2014 Q4	$852K	Buy	+50,000	New	+$852K	0.36%	10
2014 Q1	–	Sell	-100,000	Closed	-$1.62M	–	9
2013 Q4	$1.62M	Buy	+100,000	New	+$1.62M	1.43%	7