LCM
Y

Lucas Capital Management’s Alleghany Corp Y Stock Holding History

Lucas Capital Management’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-720
Closed -$414K – 92
2018
Q2 		$414K Hold
720
– – 0.39% 56
2018
Q1 		$427K Hold
720
– – 0.41% 51
2017
Q4 		$429K Hold
720
– – 0.37% 53
2017
Q3 		$399K Hold
720
– – 0.36% 57
2017
Q2 		$428K Buy
+720
New +$429K 0.31% 74
2017
Q1 		– Sell
-720
Closed -$438K – 121
2016
Q4 		$438K Sell
720
-275
-28% -$153K 0.32% 63
2016
Q3 		$522K Hold
995
– – 0.4% 56
2016
Q2 		$547K Hold
995
– – 0.39% 58
2016
Q1 		$494K Sell
995
-160
-14% -$75.7K 0.36% 63
2015
Q4 		$552K Sell
1,155
-10
-0.9% -$4.94K 0.35% 69
2015
Q3 		$545K Hold
1,165
– – 0.32% 72
2015
Q2 		$546K Sell
1,165
-450
-28% -$216K 0.24% 81
2015
Q1 		$787K Hold
1,615
– – 0.32% 73
2014
Q4 		$749K Hold
1,615
– – 0.28% 73
2014
Q3 		$675K Buy
1,615
+120
+8% +$51.2K 0.21% 78
2014
Q2 		$655K Buy
1,495
+925
+162% +$386K 0.21% 83
2014
Q1 		$232K Hold
570
– – 0.07% 123
2013
Q4 		$228K Buy
570
+60
+12% +$23.9K 0.08% 123
2013
Q3 		$209K Buy
+510
New +$204K 0.07% 128

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