Lodge Hill Capital’s Jacobs Solutions J Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell
2019 Q4	$32.9M	Buy
2019 Q3	$18.2M	Sell
2019 Q2	$23.3M	Sell
2019 Q1	$28.5M	Buy
2018 Q4	$19.4M	Buy