Lodge Hill Capital’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q4	–	Hold	0	–	–	–	42
2017 Q3	–	Sell	-360,000	Closed	-$18.1M	–	32
2017 Q2	$18.1M	Buy	+360,000	New	+$18.1M	1.36%	19