Lodge Hill Capital’s Toll Brothers TOL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-688,300	Closed	-$24.9M	–	39
2017 Q1	$24.9M	Buy	688,300 +397,800	+137%	+$14.4M	1.78%	17
2016 Q4	$9.01M	Buy	+290,500	New	+$9.01M	1.15%	21