Locust Wood Capital Advisers’s Mohawk Industries MHK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-89,895	Closed	-$15.8M	–	49
2018 Q3	$15.8M	Sell	89,895 -99,475	-53%	-$17.4M	1.09%	29
2018 Q2	$40.6M	Buy	189,370 +64,975	+52%	+$13.9M	3.23%	8
2018 Q1	$28.9M	Buy	+124,395	New	+$28.9M	2.95%	18