Lodge Hill Capital’s Advanced Drainage Systems WMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.76M | Sell |
58,840
-80,920
| -58% | -$9.29M | 1.56% | 17 |
|
|
2025
Q1 | $15.2M | Buy |
139,760
+4,820
| +4% | +$524K | 3.59% | 13 |
|
|
2024
Q4 | $15.6M | Buy |
134,940
+26,240
| +24% | +$3.03M | 4.3% | 11 |
|
|
2024
Q3 | $17.1M | Sell |
108,700
-3,000
| -3% | -$471K | 5.32% | 9 |
|
|
2024
Q2 | $17.9M | Buy |
111,700
+40,000
| +56% | +$6.42M | 4.82% | 8 |
|
|
2024
Q1 | $12.3M | Sell |
71,700
-28,900
| -29% | -$4.98M | 2.96% | 11 |
|
|
2023
Q4 | $14.1M | Sell |
100,600
-70,000
| -41% | -$9.84M | 6.23% | 8 |
|
|
2023
Q3 | $19.4M | Buy |
170,600
+100,000
| +142% | +$11.4M | 6.37% | 4 |
|
|
2023
Q2 | $8.03M | Buy |
+70,600
| New | +$8.03M | 2.34% | 18 |
|