Telemark Asset Management’s Tenaris TS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-594,000	Closed	-$21.6M	–	51
2018 Q2	$21.6M	Buy	+594,000	New	+$21.6M	2.72%	10