Tesuji Partners’s IHS INC CL-A COM STK IHS Stock Holding History

Tesuji Partners’s Portfolio IHS Stock Details IHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-3,131,249	Closed	-$362M	–	6
2016 Q2	$362M	Hold	3,131,249	–	–	22.93%	2
2016 Q1	$389M	Buy	3,131,249 +259,353	+9%	+$27.6M	24.49%	1
2015 Q4	$340M	Buy	2,871,896 +631,900	+28%	+$75.3M	21.82%	2
2015 Q3	$260M	Hold	2,239,996	–	–	16.81%	3
2015 Q2	$288M	Buy	2,239,996 +150,193	+7%	+$18.8M	17%	4
2015 Q1	$238M	Buy	2,089,803 +714,432	+52%	+$82.5M	14.38%	3
2014 Q4	$157M	Buy	1,375,371 +581,064	+73%	+$72.1M	10.05%	4
2014 Q3	$99.4M	Hold	794,307	–	–	8.56%	6
2014 Q2	$108M	Hold	794,307	–	–	10.76%	5
2014 Q1	$96.5M	Hold	794,307	–	–	8.28%	6
2013 Q4	$95.1M	Hold	794,307	–	–	7.72%	6
2013 Q3	$90.7M	Buy	794,307 +591,207	+291%	+$65.1M	8.27%	6
2013 Q2	$21.2M	Buy	+203,100	New	+$20.8M	2.04%	9

Other funds holding IHS

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Tesuji Partners's IHS Position: Q3 2016 in Review

Tesuji Partners sold out of IHS INC CL-A COM STK (IHS) in Q3 2016, closing a stake of 3,131,249 shares — an estimated $362M sold.

Tesuji Partners first reported a position in IHS in Q2 2013 and held it in 13 quarters. The position peaked at $389M in Q1 2016. 2 funds tracked by Wall St. Rank hold IHS as of Q3 2016.

Tesuji Partners reported no remaining IHS INC CL-A COM STK position as of Q3 2016 after selling out during the quarter.
Tesuji Partners sold 3,131,249 IHS INC CL-A COM STK shares in Q3 2016, an estimated $362M.
Tesuji Partners first reported a position in IHS INC CL-A COM STK in Q2 2013 and held it in 13 quarters.
Tesuji Partners's IHS INC CL-A COM STK position peaked at $389M in Q1 2016.
2 funds tracked by Wall St. Rank held IHS INC CL-A COM STK as of Q3 2016.

Based on Tesuji Partners's 13F filing for Q3 2016, filed 15 Nov 2016.