Lodge Hill Capital’s Sealed Air SEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-500,000
Closed -$22.3M 30
2022
Q3
$22.3M Buy
500,000
+225,000
+82% +$10M 8.23% 1
2022
Q2
$15.9M Buy
+275,000
New +$15.9M 5.22% 4
2016
Q4
Sell
-360,000
Closed -$16.5M 40
2016
Q3
$16.5M Sell
360,000
-85,000
-19% -$3.89M 2.01% 15
2016
Q2
$20.5M Buy
+445,000
New +$20.5M 1.99% 11