Skylands Capital’s NMI Holdings NMIH Stock Holding History

Skylands Capital’s Portfolio NMIH Stock Details NMIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-40,000	Closed	-$420K	–	256
2014 Q2	$420K	Sell	40,000 -50,700	-56%	-$555K	0.04%	200
2014 Q1	$1.06M	Buy	+90,700	New	+$1.08M	0.11%	144

Other funds holding NMIH

Claren Road Asset Management New York $891K AUM

Hayman Capital Management Dallas, Texas $63.3M AUM 3.78% 1-Year Est. Return

Amici Capital New York $257M AUM 4.88% 1-Year Est. Return

CI Investments Inc

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Perry Capital New York $334M AUM 8.27% 1-Year Est. Return

Marathon Asset Management (New York) New York $41.5M AUM 245.82% 1-Year Est. Return

DW Partners New York $62.3M AUM 25.52% 1-Year Est. Return

Waterstone Capital Management St. Louis Park, Minnesota $98.6M AUM 19.4% 1-Year Est. Return

Talkot Capital Sausalito, California $73.7M AUM 8.5% 1-Year Est. Return

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Skylands Capital's NMIH Position: Q3 2014 in Review

Skylands Capital sold out of NMI Holdings (NMIH) in Q3 2014, closing a stake of 40,000 shares — an estimated $420K sold.

Skylands Capital first reported a position in NMIH in Q1 2014 and held it in 2 quarters. The position peaked at $1.06M in Q1 2014. 82 funds tracked by Wall St. Rank hold NMIH as of Q3 2014.

Skylands Capital reported no remaining NMI Holdings position as of Q3 2014 after selling out during the quarter.
Skylands Capital sold 40,000 NMI Holdings shares in Q3 2014, an estimated $420K.
Skylands Capital first reported a position in NMI Holdings in Q1 2014 and held it in 2 quarters.
Skylands Capital's NMI Holdings position peaked at $1.06M in Q1 2014.
82 funds tracked by Wall St. Rank held NMI Holdings as of Q3 2014.

Based on Skylands Capital's 13F filing for Q3 2014, filed 23 Oct 2014.