Lodge Hill Capital’s Mohawk Industries MHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.7M | Buy |
397,480
+140,210
| +54% | +$14.7M | 9.6% | 2 |
|
|
2025
Q1 | $29.4M | Sell |
257,270
-950
| -0.4% | -$108K | 6.95% | 3 |
|
|
2024
Q4 | $30.8M | Buy |
258,220
+207,220
| +406% | +$24.7M | 8.48% | 4 |
|
|
2024
Q3 | $8.19M | Sell |
51,000
-174,000
| -77% | -$28M | 2.55% | 20 |
|
|
2024
Q2 | $25.6M | Buy |
225,000
+115,000
| +105% | +$13.1M | 6.88% | 3 |
|
|
2024
Q1 | $14.4M | Sell |
110,000
-55,000
| -33% | -$7.2M | 3.45% | 9 |
|
|
2023
Q4 | $17.1M | Sell |
165,000
-130,000
| -44% | -$13.5M | 7.52% | 3 |
|
|
2023
Q3 | $25.3M | Buy |
295,000
+45,000
| +18% | +$3.86M | 8.3% | 1 |
|
|
2023
Q2 | $25.8M | Buy |
+250,000
| New | +$25.8M | 7.5% | 1 |
|