SCM
THI

Scout Capital Management’s TIM HORTONS INC COM, CANADA THI Stock Holding History

Scout Capital Management’s Portfolio THI Stock Details THI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-4,340,000
Closed -$253M – 31
2013
Q4 		$253M Sell
4,340,000
-2,541,852
-37% -$148M 4.17% 6
2013
Q3 		$399M Sell
6,881,852
-1,518,148
-18% -$88.1M 8.12% 1
2013
Q2 		$455M Buy
+8,400,000
New +$455M 7.41% 1