LHC
Lodge Hill Capital Portfolio holdings
AUM
$529M
1-Year Est. Return
9.44%
This Fund
S&P 500
1 Year Est. Return
+9.44%
AUM
$529M
AUM Growth
-$30.5M
(-5.5%)
Holding
27
Top Buys
| 1 | +$39.4M | |
| 2 | +$37.4M | |
| 3 | +$22.9M | |
| 4 |
Patrick Industries
PATK
|
+$18.9M |
| 5 |
AMRZ
Amrize Ltd
AMRZ
|
+$17.9M |
Top Sells
| 1 | +$28.4M | |
| 2 | +$27.2M | |
| 3 | +$25.9M | |
| 4 |
Wabtec
WAB
|
+$20M |
| 5 |
Alaska Air
ALK
|
+$15.5M |
Sector Composition
| 1 | Consumer Discretionary | 43.74% |
| 2 | Industrials | 27.83% |
| 3 | Financials | 19.63% |
| 4 | Technology | 4.72% |
| 5 | Materials | 3.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Wabtec
WAB
$45B
| – | – |
-100,000
|
|
||
27
State Street Communication Services Select Sector SPDR ETF
XLC
$27.1B
| – | – |
-38,000
|
|