Lakewood Capital Management’s VanEck Gold Miners ETF GDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-29,593	Closed	-$866K	–	54
2019 Q4	$866K	Buy	+29,593	New	+$866K	0.03%	39
2017 Q1	–	Sell	-230,000	Closed	-$4.81M	–	35
2016 Q4	$4.81M	Buy	+230,000	New	+$4.81M	0.22%	32