Question 1

Does Thiel Macro own OIH stock?

Accepted Answer

No. Thiel Macro exited its OIH position in Q3 2019. Its Q2 2019 13F listed 50,000 shares worth $741,000.

Question 2

How many shares of OIH does Thiel Macro own?

Accepted Answer

None since Q3 2019, when Thiel Macro exited the position. Its Q2 2019 13F listed 50,000 shares worth $741,000.

Question 3

What is Thiel Macro's OIH position worth?

Accepted Answer

Thiel Macro's OIH position was worth $741,000 in its Q2 2019 13F, before the exit in Q3 2019.

Question 4

Is Thiel Macro buying or selling OIH?

Accepted Answer

In Q3 2019, Thiel Macro exited its entire OIH position.

Question 5

When did Thiel Macro first buy OIH?

Accepted Answer

Thiel Macro first reported OIH in its Q1 2017 13F and listed it in 10 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2019-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$211.39	0
2019-Q2	Decreased	50,000	-50.0%	$741,000	0.2%	$266.62	0
2019-Q1	Unchanged	100,000	0.0%	$1.7M	0.6%	$309.98	0
2018-Q4	Decreased	100,000	-82.5%	$1.4M	0.2%	$252.41	0
2018-Q3	Decreased	572,500	-11.9%	$14.4M	2.8%	$444.00	0
2018-Q2	Increased	650,000	+32.6%	$17.1M	2.0%	$463.04	60
2018-Q1	Increased	490,000	+96.0%	$11.7M	1.6%	$420.74	73
2017-Q4	Increased	250,000	+100.0%	$6.5M	1.3%	$459.16	72
2017-Q3	Unchanged	125,000	0.0%	$3.3M	0.4%	$446.76	0
2017-Q2	Increased	125,000	+108.3%	$3.1M	0.9%	$424.82	63
2017-Q1	New	60,000	-	$1.8M	1.1%	$527.98	62