Lodge Hill Capital’s AK Steel Holding Corp. AKS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-1,900,000
Closed -$11.3M 49
2014
Q4
$11.3M Buy
1,900,000
+575,000
+43% +$3.42M 1.76% 18
2014
Q3
$10.6M Buy
1,325,000
+525,000
+66% +$4.21M 2.23% 16
2014
Q2
$6.37M Buy
+800,000
New +$6.37M 0.83% 24