Van Den Berg Management I’s Nationstar Mortgage Holdings NSM Stock Holding History

Van Den Berg Management I’s Portfolio NSM Stock Details NSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-425,201	Closed	-$23.9M	–	124
2013 Q3	$23.9M	Sell	425,201 -4,655	-1%	-$227K	1.94%	19
2013 Q2	$16.1M	Buy	+429,856	New	+$16.7M	1.37%	31

Other funds holding NSM

Fortress Investment Group New York $392M AUM 22.99% 1-Year Est. Return

Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hayman Capital Management Dallas, Texas $42M AUM 3.78% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

HAP Trading New York $363M AUM 41.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return