LHC
Lodge Hill Capital’s NOV NOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-997,090
| Closed | -$15.2M | – | 23 |
|
|
2025
Q1 | $15.2M | Buy |
+997,090
| New | +$15.2M | 3.59% | 14 |
|
|
2024
Q4 | – | Sell |
-880,400
| Closed | -$14.1M | – | 27 |
|
|
2024
Q3 | $14.1M | Sell |
880,400
-61,000
| -6% | -$974K | 4.38% | 12 |
|
|
2024
Q2 | $17.9M | Buy |
941,400
+25,000
| +3% | +$475K | 4.82% | 9 |
|
|
2024
Q1 | $17.9M | Buy |
916,400
+216,400
| +31% | +$4.22M | 4.28% | 7 |
|
|
2023
Q4 | $14.2M | Buy |
700,000
+100,000
| +17% | +$2.03M | 6.25% | 7 |
|
|
2023
Q3 | $12.5M | Buy |
+600,000
| New | +$12.5M | 4.11% | 11 |
|