Stelliam Investment Management’s Veeco VECO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-1,134,000
Closed -$39.6M 62
2014
Q4
$39.6M Sell
1,134,000
-856,000
-43% -$29.9M 0.91% 49
2014
Q3
$69.6M Sell
1,990,000
-334,095
-14% -$11.7M 1.83% 15
2014
Q2
$86.6M Buy
2,324,095
+1,056,595
+83% +$39.4M 2.31% 11
2014
Q1
$53.1M Sell
1,267,500
-340,000
-21% -$14.3M 1.76% 20
2013
Q4
$52.9M Buy
1,607,500
+384,500
+31% +$12.7M 2.16% 15
2013
Q3
$45.5M Buy
1,223,000
+413,000
+51% +$15.4M 2.17% 17
2013
Q2
$28.7M Buy
+810,000
New +$28.7M 1.56% 30