Lakewood Capital Management’s Treehouse Foods THS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-285,000	Closed	-$14.9M	–	66
2021 Q1	$14.9M	Sell	285,000 -40,000	-12%	-$2.09M	0.63%	40
2020 Q4	$13.8M	Buy	+325,000	New	+$13.8M	0.65%	40