Serengeti Asset Management’s American Homes 4 Rent AMH Stock Holding History

Serengeti Asset Management’s Portfolio AMH Stock Details AMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-1,300,000	Closed	-$21.7M	–	48
2014 Q1	$21.7M	Buy	1,300,000 +100,000	+8%	+$1.67M	1.9%	16
2013 Q4	$19.4M	Buy	1,200,000 +60,000	+5%	+$964K	1.75%	18
2013 Q3	$18.4M	Buy	+1,140,000	New	+$18.3M	2.31%	15

Other funds holding AMH

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AIM

Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return

ECM

EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CRAM

Claren Road Asset Management New York $891K AUM

CLM

ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Serengeti Asset Management's AMH Position: Q2 2014 in Review

Serengeti Asset Management sold out of American Homes 4 Rent (AMH) in Q2 2014, closing a stake of 1,300,000 shares — an estimated $21.7M sold.

Serengeti Asset Management first reported a position in AMH in Q3 2013 and held it in 3 quarters. The position peaked at $21.7M in Q1 2014. 166 funds tracked by Wall St. Rank hold AMH as of Q2 2014.

Serengeti Asset Management reported no remaining American Homes 4 Rent position as of Q2 2014 after selling out during the quarter.
Serengeti Asset Management sold 1,300,000 American Homes 4 Rent shares in Q2 2014, an estimated $21.7M.
Serengeti Asset Management first reported a position in American Homes 4 Rent in Q3 2013 and held it in 3 quarters.
Serengeti Asset Management's American Homes 4 Rent position peaked at $21.7M in Q1 2014.
166 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q2 2014.

Based on Serengeti Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.