Lodge Hill Capital’s Camping World CWH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-885,000	Closed	-$28.5M	–	26
2018 Q1	$28.5M	Buy	885,000 +30,000	+4%	+$967K	3.25%	13
2017 Q4	$38.2M	Buy	+855,000	New	+$38.2M	4.17%	6