Three Bays Capital’s Equifax EFX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-377,190	Closed	-$49.3M	–	3
2018 Q3	$49.3M	Buy	377,190 +63,100	+20%	+$8.24M	5.81%	8
2018 Q2	$39.3M	Buy	+314,090	New	+$39.3M	1.53%	15