Sirios Capital Management’s Anywhere Real Estate HOUS Stock Holding History

Sirios Capital Management’s Portfolio HOUS Stock Details HOUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-1,142,124	Closed	-$41.2M	–	51
2016 Q1	$41.2M	Sell	1,142,124 -1,736,188	-60%	-$56.8M	1.55%	25
2015 Q4	$106M	Buy	2,878,312 +371,112	+15%	+$14.7M	3.82%	8
2015 Q3	$94.3M	Buy	2,507,200 +927,757	+59%	+$40.4M	3.09%	10
2015 Q2	$73.8M	Buy	+1,579,443	New	+$73.4M	2.44%	15
2014 Q2	–	Sell	-3,022,078	Closed	-$131M	–	46
2014 Q1	$131M	Buy	3,022,078 +1,295,085	+75%	+$60.4M	4.28%	6
2013 Q4	$85.4M	Sell	1,726,993 -197,076	-10%	-$8.91M	6.62%	2
2013 Q3	$82.8M	Buy	1,924,069 +1,142,331	+146%	+$51.7M	8.98%	1
2013 Q2	$37.6M	Buy	+781,738	New	+$38.3M	5.73%	4

Other funds holding HOUS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

SIG

Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

MRCP

Manor Road Capital Partners New York $63.8M AUM 19.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sirios Capital Management's HOUS Position: Q2 2016 in Review

Sirios Capital Management sold out of Anywhere Real Estate (HOUS) in Q2 2016, closing a stake of 1,142,124 shares — an estimated $41.2M sold.

Sirios Capital Management first reported a position in HOUS in Q2 2013 and held it in 8 quarters. The position peaked at $131M in Q1 2014. 266 funds tracked by Wall St. Rank hold HOUS as of Q2 2016.

Sirios Capital Management reported no remaining Anywhere Real Estate position as of Q2 2016 after selling out during the quarter.
Sirios Capital Management sold 1,142,124 Anywhere Real Estate shares in Q2 2016, an estimated $41.2M.
Sirios Capital Management first reported a position in Anywhere Real Estate in Q2 2013 and held it in 8 quarters.
Sirios Capital Management's Anywhere Real Estate position peaked at $131M in Q1 2014.
266 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q2 2016.

Based on Sirios Capital Management's 13F filing for Q2 2016, filed 10 Aug 2016.