Three Bays Capital’s Televisa TV Stock Holding History

Three Bays Capital’s Portfolio TV Stock Details TV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,157,000	Closed	-$24.2M	–	29
2016 Q4	$24.2M	Buy	+1,157,000	New	+$26.6M	1.11%	20
2015 Q3	–	Sell	-1,595,711	Closed	-$61.9M	–	28
2015 Q2	$61.9M	Buy	+1,595,711	New	+$58.8M	2.57%	12

Other funds holding TV

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Three Bays Capital's TV Position: Q1 2017 in Review

Three Bays Capital sold out of Televisa (TV) in Q1 2017, closing a stake of 1,157,000 shares — an estimated $24.2M sold.

Three Bays Capital first reported a position in TV in Q2 2015 and held it in 2 quarters. The position peaked at $61.9M in Q2 2015. 181 funds tracked by Wall St. Rank hold TV as of Q1 2017.

Three Bays Capital reported no remaining Televisa position as of Q1 2017 after selling out during the quarter.
Three Bays Capital sold 1,157,000 Televisa shares in Q1 2017, an estimated $24.2M.
Three Bays Capital first reported a position in Televisa in Q2 2015 and held it in 2 quarters.
Three Bays Capital's Televisa position peaked at $61.9M in Q2 2015.
181 funds tracked by Wall St. Rank held Televisa as of Q1 2017.

Based on Three Bays Capital's 13F filing for Q1 2017, filed 15 May 2017.