Lodge Hill Capital’s Ensco Rowan plc ESV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-112,500
Closed -$9.48M 46
2015
Q1
$9.48M Buy
112,500
+40,975
+57% +$3.45M 1.7% 19
2014
Q4
$8.57M Buy
+71,525
New +$8.57M 1.33% 23