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Lodge Hill Capital’s Advanced Drainage Systems WMS Stock Holding History

Lodge Hill Capital’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-58,840
Closed -$6.76M – 23
2025
Q2 		$6.76M Sell
58,840
-80,920
-58% -$9.06M 1.56% 17
2025
Q1 		$15.2M Buy
139,760
+4,820
+4% +$562K 3.59% 13
2024
Q4 		$15.6M Buy
134,940
+26,240
+24% +$3.64M 4.3% 11
2024
Q3 		$17.1M Sell
108,700
-3,000
-3% -$468K 5.32% 9
2024
Q2 		$17.9M Buy
111,700
+40,000
+56% +$6.68M 4.82% 9
2024
Q1 		$12.3M Sell
71,700
-28,900
-29% -$4.35M 2.96% 12
2023
Q4 		$14.1M Sell
100,600
-70,000
-41% -$8.44M 6.23% 8
2023
Q3 		$19.4M Buy
170,600
+100,000
+142% +$12.2M 6.37% 4
2023
Q2 		$8.03M Buy
+70,600
New +$6.66M 2.34% 20

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Lodge Hill Capital's WMS Position: Q3 2025 in Review

Lodge Hill Capital sold out of Advanced Drainage Systems (WMS) in Q3 2025, closing a stake of 58,840 shares — an estimated $6.76M sold.

Lodge Hill Capital first reported a position in WMS in Q2 2023 and held it in 9 quarters. The position peaked at $19.4M in Q3 2023. 498 funds tracked by Wall St. Rank hold WMS as of Q3 2025.

  • Lodge Hill Capital reported no remaining Advanced Drainage Systems position as of Q3 2025 after selling out during the quarter.
  • Lodge Hill Capital sold 58,840 Advanced Drainage Systems shares in Q3 2025, an estimated $6.76M.
  • Lodge Hill Capital first reported a position in Advanced Drainage Systems in Q2 2023 and held it in 9 quarters.
  • Lodge Hill Capital's Advanced Drainage Systems position peaked at $19.4M in Q3 2023.
  • 498 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2025.

Based on Lodge Hill Capital's 13F filing for Q3 2025, filed 6 Nov 2025.