Scout Capital Management’s Sensata Technologies ST Stock Holding History

Scout Capital Management’s Portfolio ST Stock Details ST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-7,700,000	Closed	-$299M	–	24
2013 Q4	$299M	Sell	7,700,000 -800,000	-9%	-$30.6M	4.91%	6
2013 Q3	$325M	Sell	8,500,000 -500,000	-6%	-$18.7M	6.61%	3
2013 Q2	$314M	Buy	+9,000,000	New	+$308M	5.12%	3

Other funds holding ST

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

Tesuji Partners Fort Lee, New Jersey $1.73B AUM 3.93% 1-Year Est. Return

PCM

Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

Scout Capital Management's ST Position: Q1 2014 in Review

Scout Capital Management sold out of Sensata Technologies (ST) in Q1 2014, closing a stake of 7,700,000 shares — an estimated $299M sold.

Scout Capital Management first reported a position in ST in Q2 2013 and held it in 3 quarters. The position peaked at $325M in Q3 2013. 197 funds tracked by Wall St. Rank hold ST as of Q1 2014.

Scout Capital Management reported no remaining Sensata Technologies position as of Q1 2014 after selling out during the quarter.
Scout Capital Management sold 7,700,000 Sensata Technologies shares in Q1 2014, an estimated $299M.
Scout Capital Management first reported a position in Sensata Technologies in Q2 2013 and held it in 3 quarters.
Scout Capital Management's Sensata Technologies position peaked at $325M in Q3 2013.
197 funds tracked by Wall St. Rank held Sensata Technologies as of Q1 2014.

Based on Scout Capital Management's 13F filing for Q1 2014.