Lodge Hill Capital’s Northrop Grumman NOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-125,000	Closed	-$38.5M	–	37
2018 Q2	$38.5M	Buy	+125,000	New	+$38.5M	2.96%	5