Lodge Hill Capital’s Boyd Gaming BYD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,124,000	Closed	-$22.2M	–	28
2016 Q3	$22.2M	Buy	1,124,000 +194,000	+21%	+$3.84M	2.72%	12
2016 Q2	$17.1M	Buy	+930,000	New	+$17.1M	1.66%	18