Lodge Hill Capital’s lululemon athletica LULU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-688,170	Closed	-$42.8M	–	39
2017 Q3	$42.8M	Buy	688,170 +18,170	+3%	+$1.13M	3.25%	7
2017 Q2	$40M	Buy	+670,000	New	+$40M	3%	8