Adams Hill Capital’s Louisiana-Pacific LPX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-400,000	Closed	-$5.44M	–	6
2014 Q3	$5.44M	Buy	+400,000	New	+$5.44M	3.76%	14
2014 Q1	–	Sell	-700,000	Closed	-$13M	–	19
2013 Q4	$13M	Buy	+700,000	New	+$13M	5.96%	4