Point Break Capital Management’s International Flavors & Fragrances IFF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,900,000	Closed	-$655M	–	30
2021 Q3	$655M	Buy	4,900,000 +2,000,000	+69%	+$267M	13.46%	3
2021 Q2	$433M	Sell	2,900,000 -54,335	-2%	-$8.12M	16.18%	2
2021 Q1	$412M	Buy	+2,954,335	New	+$412M	33.06%	2