LHC

Lodge Hill Capital’s D.R. Horton DHI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-85,000	Closed	-$3.67M	–	26
2019 Q2	$3.67M	Sell	85,000 -140,000	-62%	-$6.04M	0.87%	27
2019 Q1	$9.31M	Buy	+225,000	New	+$9.31M	2.54%	15