Lodge Hill Capital’s TJX Companies TJX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-825,000	Closed	-$33.6M	–	37
2018 Q1	$33.6M	Buy	825,000 +135,000	+20%	+$5.51M	3.83%	7
2017 Q4	$26.4M	Buy	+690,000	New	+$26.4M	2.87%	14