Scout Capital Management’s Sensata Technologies ST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-7,700,000
Closed -$299M 19
2013
Q4
$299M Sell
7,700,000
-800,000
-9% -$31M 4.91% 4
2013
Q3
$325M Sell
8,500,000
-500,000
-6% -$19.1M 6.61% 3
2013
Q2
$314M Buy
+9,000,000
New +$314M 5.12% 3