Luminus Management’s Topgolf Callaway Brands MODG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-48,328
Closed -$925K 49
2020
Q3
$925K Sell
48,328
-15,124
-24% -$289K 0.21% 39
2020
Q2
$1.11M Sell
63,452
-35,025
-36% -$613K 0.14% 33
2020
Q1
$1.01M Buy
98,477
+36,877
+60% +$377K 0.1% 82
2019
Q4
$1.31M Buy
+61,600
New +$1.31M 0.05% 77