Suvretta Capital Management’s Armstrong World Industries AWI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-538,400	Closed	-$30.2M	–	29
2014 Q3	$30.2M	Buy	538,400 +122,566	+29%	+$6.86M	2.64%	18
2014 Q2	$23.9M	Buy	+415,834	New	+$23.9M	2.16%	25
2014 Q1	–	Sell	-325,900	Closed	-$18.8M	–	32
2013 Q4	$18.8M	Buy	+325,900	New	+$18.8M	2.52%	22