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