Lodge Hill Capital’s Liberty Global Class A LBTYA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,454,600	Closed	-$52.2M	–	29
2017 Q1	$52.2M	Buy	1,454,600 +871,600	+150%	+$31.3M	3.73%	6
2016 Q4	$17.8M	Buy	+583,000	New	+$17.8M	2.28%	16