Silphium Asset Management’s Tenaris TS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-60,000	Closed	-$1.9M	–	58
2023 Q3	$1.9M	Sell	60,000 -42,000	-41%	-$1.33M	0.61%	45
2023 Q2	$3.05M	Buy	+102,000	New	+$3.05M	1.33%	26