Lodge Hill Capital’s Cummins CMI Stock Holding History

Lodge Hill Capital’s Portfolio CMI Stock Details CMI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell
2017 Q3	$26.9M	Sell
2017 Q2	$29.2M	Buy
2016 Q4	–	Sell
2016 Q3	$32M	Buy
2015 Q2	–	Hold
2015 Q1	–	Hold
2014 Q4	–	Hold