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Lodge Hill Capital’s Industrial and Consumer Discretionary Picks Slightly Outperform Market In the First Quarter

Lodge Hill Capital’s Industrial and Consumer Discretionary Picks Slightly Outperform Market In the First Quarter

Clint Murray‘s Lodge Hill Capital’s equity picks from the latest 13F filing marginally beat S&P 500 ETF (SPY) during the first quarter as they appreciated by 1.7% against the ETF’s 0.9% gain. The metric includes all 27 of Lodge Hill’s equity holdings from the 13F filing, but doesn’t include other securities that have not been disclosed, which