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Lodge Hill Capital, LLC 13F holdings

Filed 2026-08-14 · Lodge Hill Capital, LLC · 27 positions · $596.4M

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TickerCompanySharesValue% of portfolio
OCOWENS CORNING NEW337.9K$53.7M9.0%
NDSNNORDSON CORP125.0K$37.7M6.3%
RKTROCKET COS INC2.4M$37.3M6.3%
CSLCARLISLE COS INC102.7K$37.3M6.2%
BCOBRINKS CO370.0K$35.0M5.9%
BCBRUNSWICK CORP363.1K$30.6M5.1%
TKRTIMKEN CO200.0K$29.1M4.9%
OSKOSHKOSH CORP182.0K$27.9M4.7%
MBUUMALIBU BOATS INC926.0K$25.4M4.3%
BLDRBUILDERS FIRSTSOURCE INC271.7K$24.3M4.1%
PATKPATRICK INDS INC254.2K$22.8M3.8%
HRBBLOCK H & R INC565.9K$21.5M3.6%
NVDANVIDIA CORPORATION105.0K$21.0M3.5%
MTHMERITAGE HOMES CORP227.6K$19.1M3.2%
APOAPOLLO GLOBAL MGMT INC161.0K$19.1M3.2%
VNOVORNADO RLTY TR477.2K$18.8M3.1%
MHKMOHAWK INDS INC154.1K$18.7M3.1%
LLYELI LILLY & CO15.0K$18.0M3.0%
DANDANA INC599.5K$16.3M2.7%
CPCANADIAN PACIFIC KANSAS CITY185.0K$16.0M2.7%
RHRH90.0K$14.8M2.5%
KEXKIRBY CORP105.0K$14.3M2.4%
ALKALASKA AIR GROUP INC266.3K$13.9M2.3%
MTNVAIL RESORTS INC90.0K$12.3M2.1%
OWLBLUE OWL CAPITAL INC1.1M$9.8M1.7%
XLCSELECT SECTOR SPDR TR9.2K$985,5960.2%
XLPSELECT SECTOR SPDR TR8.8K$728,8560.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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