Lodge Hill Capital, LLC: 13F holdings
CIK 15982452026Q2
| Positions | 27 |
|---|
| Reported value | $596.4m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 27 (+5 vs prior quarter) |
|---|
| Reported value | $596.4m (+15.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| OC OWENS CORNING NEW | 337,870 | $53.7m | 9.0% |
| NDSN NORDSON CORP | 125,000 | $37.7m | 6.3% |
| RKT ROCKET COS INC | 2,368,570 | $37.3m | 6.3% |
| CSL CARLISLE COS INC | 102,730 | $37.3m | 6.2% |
| BCO BRINKS CO | 370,007 | $35.0m | 5.9% |
| BC BRUNSWICK CORP | 363,090 | $30.6m | 5.1% |
| TKR TIMKEN CO | 200,000 | $29.1m | 4.9% |
| OSK OSHKOSH CORP | 182,000 | $27.9m | 4.7% |
| MBUU MALIBU BOATS INC | 926,014 | $25.4m | 4.3% |
| BLDR BUILDERS FIRSTSOURCE INC | 271,700 | $24.3m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1598245")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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