LHC
BMS

Lodge Hill Capital’s Bemis BMS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-240,000
Closed -$12.4M 41
2016
Q1
$12.4M Buy
+240,000
New +$12.4M 1.76% 18
2015
Q3
Sell
-289,600
Closed -$13M 41
2015
Q2
$13M Buy
289,600
+22,000
+8% +$990K 2.27% 16
2015
Q1
$12.4M Buy
+267,600
New +$12.4M 2.23% 17