Lodge Hill Capital’s Matsons MATX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,000	Closed	-$1.35M	–	25
2024 Q4	$1.35M	Buy	+10,000	New	+$1.35M	0.37%	20