Two Creeks Capital Management’s Vulcan Materials VMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-111,892	Closed	-$14.4M	–	26
2017 Q4	$14.4M	Hold	111,892	–	–	0.77%	20
2017 Q3	$13.4M	Buy	+111,892	New	+$13.4M	0.76%	19