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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-1,300,000
Closed -$21.7M 31
2014
Q1
$21.7M Buy
1,300,000
+100,000
+8% +$1.67M 1.9% 9
2013
Q4
$19.4M Buy
1,200,000
+60,000
+5% +$972K 1.75% 9
2013
Q3
$18.4M Buy
+1,140,000
New +$18.4M 2.31% 8