Hedge Fund - Lodge Hill Capital

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No. Security Ticker Shares Value Activity % Port History
1. ATKR 278,500 $23,600,090 NEW 7.34%
2. APO 169,268 $21,143,266 -14% 6.58%
3. BC 250,000 $20,955,000 -30% 6.52%
4. OC 116,700 $20,599,884 -17% 6.41%
5. BP 610,500 $19,163,595 +53% 5.96%