Lodge Hill Capital’s Griffon GFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-70,200
Closed -$4.91M 26
2024
Q3
$4.91M Sell
70,200
-181,500
-72% -$12.7M 1.53% 21
2024
Q2
$16.1M Buy
251,700
+165,000
+190% +$10.5M 4.33% 10
2024
Q1
$6.36M Sell
86,700
-38,300
-31% -$2.81M 1.52% 15
2023
Q4
$7.62M Buy
+125,000
New +$7.62M 3.36% 13