LHC

Lodge Hill Capital Portfolio holdings

AUM $434M
1-Year Est. Return 12.52%
This Quarter Est. Return
1 Year Est. Return
-12.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$20.1M
3
+$19M
4
TEX icon
Terex
TEX
+$16.1M
5
MHK icon
Mohawk Industries
MHK
+$14.7M

Top Sells

1
+$24.4M
2
+$22.3M
3
+$17.6M
4
NOV icon
NOV
NOV
+$15.2M
5
CSL icon
Carlisle Companies
CSL
+$13.2M

Sector Composition

1 Industrials 39.18%
2 Consumer Discretionary 27.05%
3 Financials 23.06%
4 Healthcare 5.1%
5 Technology 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLK icon
26
Technology Select Sector SPDR Fund
XLK
$93.7B
– –
-18,190
1
2