Lodge Hill Capital’s US Foods USFD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-635,000	Closed	-$20.8M	–	42
2018 Q1	$20.8M	Buy	635,000 +210,000	+49%	+$6.88M	2.37%	17
2017 Q4	$13.6M	Buy	+425,000	New	+$13.6M	1.48%	24