MUSE JOHN R

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (12 quarters reported)

$401M —

Q4 14 Q3 15 Q2 16 Q1 17 Q3 17

$394M in Q4 2014 → — now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2017. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
0 0	NaN%	New	0	—

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

quarter ended September 30, 2017 · filed October 03, 2017

Company	Action	Shares changed	Value of change	% of portfolio
Nexstar Media Group Inc	Exited	−954,748	−$57.1M	—
0 0	New	+0	—	—

quarter ended June 30, 2017 · filed July 14, 2017

Company	Action	Shares changed	Value of change	% of portfolio
Nexstar Media Group Inc	Trimmed	−44,813	−$2.68M	100.0%

quarter ended March 31, 2017 · filed April 12, 2017

Company	Action	Shares changed	Value of change	% of portfolio
MG Media Gen Inc New	Exited	−8,002,927	−$151M	—
Nexstar Media Group Inc	New	+999,561	+$70.1M	100.0%

quarter ended December 31, 2016 · filed February 10, 2017

No position changes this quarter.

quarter ended September 30, 2016 · filed October 06, 2016

Company	Action	Shares changed	Value of change	% of portfolio
MG Media Gen Inc New	Trimmed	−1,568,159	−$28.9M	100.0%

quarter ended June 30, 2016 · filed July 14, 2016

Company	Action	Shares changed	Value of change	% of portfolio
MG Media Gen Inc New	Trimmed	−1,878,130	−$32.3M	100.0%
Ttm Technologies Inc	Exited	−1,740,340	−$11.6M	—

quarter ended March 31, 2016 · filed April 22, 2016

Company	Action	Shares changed	Value of change	% of portfolio
Ttm Technologies Inc	Trimmed	−2,307,043	−$15.3M	5.8%

quarter ended December 31, 2015 · filed February 09, 2016

No position changes this quarter.

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