Zelman Capital’s Eagle Materials EXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-97,000	Closed	-$7.4M	–	27
2015 Q2	$7.4M	Sell	97,000 -3,000	-3%	-$229K	1.85%	13
2015 Q1	$8.36M	Buy	+100,000	New	+$8.36M	2.64%	9