Lodge Hill Capital’s Praxair Inc PX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-75,338
Closed -$11.9M 49
2018
Q2
$11.9M Sell
75,338
-249,662
-77% -$39.5M 0.92% 17
2018
Q1
$46.9M Buy
+325,000
New +$46.9M 5.35% 6