Picton Mahoney Asset Management’s Martin Marietta Materials MLM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-201,750	Closed	-$25.9M	–	339
2014 Q1	$25.9M	Sell	201,750 -3,250	-2%	-$417K	1.5%	14
2013 Q4	$20.5M	Buy	+205,000	New	+$20.5M	1.19%	18