Lodge Hill Capital’s Valmont Industries VMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-151,900	Closed	-$22.7M	–	37
2017 Q2	$22.7M	Sell	151,900 -110,000	-42%	-$16.5M	1.71%	16
2017 Q1	$40.7M	Buy	+261,900	New	+$40.7M	2.91%	7