Mount Lucas Management’s Soho House & Co SHCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$184K	Sell	25,000 -10,000	-29%	-$73.5K	0.08%	154
2025 Q1	$216K	Buy	+35,000	New	+$216K	0.07%	136