Stelliam Investment Management’s Helmerich & Payne HP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-865,000	Closed	-$40.9M	–	46
2015 Q3	$40.9M	Buy	865,000 +290,000	+50%	+$13.7M	1.02%	40
2015 Q2	$40.5M	Sell	575,000 -132,500	-19%	-$9.33M	0.86%	46
2015 Q1	$48.2M	Buy	707,500 +105,000	+17%	+$7.15M	1.08%	41
2014 Q4	$40.6M	Buy	+602,500	New	+$40.6M	0.94%	48