Lodge Hill Capital’s AutoZone AZO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q4	–	Hold	0	–	–	–	31
2017 Q3	–	Sell	-31,000	Closed	-$17.7M	–	22
2017 Q2	$17.7M	Sell	31,000 -55,000	-64%	-$31.4M	1.33%	20
2017 Q1	$62.2M	Buy	+86,000	New	+$62.2M	4.44%	3