Three Bays Capital’s Altice USA ATUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,253,400	Closed	-$26.6M	–	21
2017 Q4	$26.6M	Buy	+1,253,400	New	+$26.6M	1.5%	15
2017 Q3	–	Sell	-1,000,000	Closed	-$32.3M	–	16
2017 Q2	$32.3M	Buy	+1,000,000	New	+$32.3M	2.57%	13