Lodge Hill Capital’s AB InBev BUD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-200,000
Closed -$10M 24
2024
Q4
$10M Buy
+200,000
New +$10M 2.76% 15
2023
Q4
Sell
-250,000
Closed -$13.8M 22
2023
Q3
$13.8M Buy
250,000
+60,000
+32% +$3.32M 4.53% 9
2023
Q2
$10.8M Buy
+190,000
New +$10.8M 3.13% 12