Lodge Hill Capital’s Autodesk ADSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Hold	0	–	–	–	21
2018 Q1	–	Hold	0	–	–	–	21
2017 Q4	–	Sell	-235,000	Closed	-$26.4M	–	29
2017 Q3	$26.4M	Buy	+235,000	New	+$26.4M	2%	12