Valiant Capital Management’s Corpay CPAY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-358,100	Closed	-$42M	–	21
2013 Q4	$42M	Sell	358,100 -76,900	-18%	-$9.01M	3.03%	12
2013 Q3	$47.9M	Hold	435,000	–	–	4.11%	10
2013 Q2	$35.4M	Buy	+435,000	New	+$35.4M	4.24%	13