Lodge Hill Capital’s Atkore ATKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-175,580	Closed	-$14.7M	–	23
2024 Q4	$14.7M	Sell	175,580 -102,920	-37%	-$8.59M	4.04%	12
2024 Q3	$23.6M	Buy	+278,500	New	+$23.6M	7.35%	1