Lodge Hill Capital, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$321M
Signature - Title
Jon Hanlon - CFO
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Lodge Hill Capital, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lodge Hill Capital, LLC reported 25 stock holdings with total value $321M as of Q3 2024. Top holdings included ATKR, APO, BC, OC, and BP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 25 $321M +$98.3M -$120M -$21.8M ATKR, APO, BC, OC, BP 13F-HR 11/13/2024, 05:06 PM
Q2 2024 24 $317M +$113M -$33.5M +$79.6M BLDR, BC, MHK, OC, OLN 13F-HR 8/13/2024, 04:28 PM
Q1 2024 18 $261M +$86.4M -$75.1M +$11.3M OLN, BC, CZR, OC, ARCH 13F-HR 5/14/2024, 04:29 PM
Q4 2023 21 $227M +$49.8M -$159M -$110M BLDR, BC, MHK, CZR, OLN 13F-HR 2/13/2024, 04:01 PM
Q3 2023 27 $305M +$98.9M -$86.9M +$11.9M MHK, BC, BLDR, WMS, CSL 13F-HR 11/13/2023, 04:01 PM
Q2 2023 26 $295M +$98.2M -$94.1M +$4.13M MHK, BC, OC, COOP, CSL 13F-HR 8/11/2023, 04:55 PM
Q1 2023 22 $263M +$50.3M -$77.4M -$27.1M CSL, APO, OC, SUM, WCC 13F-HR 5/12/2023, 05:20 PM
Q4 2022 25 $270M +$86M -$124M -$37.8M CSL, WCC, BLDR, OC, BC 13F-HR 2/14/2023, 04:02 PM
Q3 2022 27 $271M +$45.8M -$73.5M -$27.7M SEE, BLDR, OLN, EMN, APO 13F-HR 11/14/2022, 04:36 PM
Q2 2022 31 $304M +$164M -$37.2M +$127M WCC, OLN, BKNG, SEE, OC 13F-HR 8/12/2022, 05:17 PM
Q1 2022 19 $210M +$78.5M -$236M -$157M BLDR, ST, EMN, APO, OC 13F-HR 5/13/2022, 04:03 PM
Q4 2021 27 $370M +$128M -$79.1M +$48.7M RS, TDG, GD, ALSN, OC 13F-HR 2/14/2022, 09:05 AM
Q3 2021 23 $298M +$55.7M -$95M -$39.3M RS, GD, HSIC, WCC, BWA 13F-HR 11/12/2021, 04:14 PM
Q2 2021 26 $345M +$163M -$79.1M +$83.9M LUV, OSK, PDCO, BWA, GD 13F-HR 8/13/2021, 04:33 PM
Q1 2021 17 $237M +$116M -$204M -$88.3M CSL, ATH, RS, WCC, AMZN 13F-HR 5/14/2021, 04:13 PM
Q4 2020 26 $292M +$93.8M -$148M -$53.8M RS, CSL, OSK, GD, BA 13F-HR 2/12/2021, 05:12 PM
Q3 2020 27 $287M +$87.6M -$91.2M -$3.53M RXN, OSK, KBR, RS, CSL 13F-HR 11/13/2020, 11:45 AM
Q2 2020 24 $271M +$68.8M -$46.2M +$22.6M CSL, NSC, RXN, AGCO, OSK 13F-HR 8/13/2020, 05:32 PM
Q1 2020 26 $210M +$96M -$118M -$22M CSL, OSK, URI, RXN, NSC 13F-HR 5/14/2020, 05:00 PM
Q4 2019 24 $311M +$110M -$140M -$29.7M CSL, J, NSC, OC, AGCO 13F-HR 2/13/2020, 05:05 PM
Q3 2019 24 $307M +$82.1M -$98.6M -$16.5M CSL, URI, NSC, FBIN, OC 13F-HR 11/13/2019, 04:32 PM
Q2 2019 28 $320M +$95.6M -$102M -$6.6M URI, CSL, FBIN, J, CAT 13F-HR 8/13/2019, 04:46 PM
Q1 2019 25 $234M +$67.3M -$80.6M -$13.3M J, OSK, FBIN, MLM, PH 13F-HR 5/14/2019, 04:42 PM
Q4 2018 22 $288M +$100M -$162M -$62.1M URI, OSK, DE, OC, FBIN 13F-HR 2/13/2019, 05:18 PM
Q3 2018 26 $402M +$190M -$295M -$105M FBIN, URI, DE, OC, OSK 13F-HR 11/14/2018, 04:41 PM
Q2 2018 20 $509M +$232M -$480M -$248M MLM, SHW, BALL, FBIN, NOC 13F-HR 8/13/2018, 04:53 PM
Q1 2018 20 $756M +$303M -$276M +$27.2M MLM, BALL, VMC, WBC, OSK 13F-HR 5/14/2018, 04:15 PM
Q4 2017 26 $756M +$448M -$472M -$24.4M MLM, OSK, EXP, VMC, BALL 13F-HR 2/13/2018, 08:40 PM
Q3 2017 20 $734M +$189M -$299M -$110M EXP, CFX, CAT, MLM, DE 13F-HR 11/13/2017, 05:28 PM
Q2 2017 20 $802M +$465M -$498M -$33.4M EXP, CFX, WBC, MLM, LOW 13F-HR 8/11/2017, 04:38 PM
Q1 2017 24 $855M +$467M -$300M +$167M LOW, EXP, AZO, NVR, CFX 13F-HR 5/12/2017, 04:25 PM
Q4 2016 24 $650M +$321M -$322M -$973K NVR, MLM, INFO, LOW, WBC 13F-HR 2/13/2017, 04:43 PM
Q3 2016 27 $621M +$291M -$282M +$9.31M MLM, WBC, EXP, NVR, CFX 13F-HR 11/14/2016, 08:21 AM
Q2 2016 25 $574M +$317M -$274M +$42.4M BALL, EXP, GD, WBC, PTC 13F-HR 8/12/2016, 04:27 PM
Q1 2016 19 $517M +$272M -$133M +$139M BALL, GD, EXP, LOW, URI 13F-HR 5/13/2016, 03:24 PM
Q4 2015 17 $375M +$188M -$244M -$55.6M LOW, EXP, RCL, HOUS, BWLD 13F-HR 2/16/2016, 08:41 AM
Q3 2015 25 $429M +$208M -$180M +$28.8M PCLN, EXP, MLM, OSK, DOW 13F-HR 11/16/2015, 09:20 AM
Q2 2015 28 $433M +$238M -$205M +$32.9M WBC, LOW, HOUS, OSK, PVH 13F-HR 8/13/2015, 05:08 PM
Q1 2015 27 $404M +$184M -$234M -$50.3M LII, MLI, RCL, JBLU, FBIN 13F-HR 5/15/2015, 09:04 AM
Q4 2014 27 $441M +$248M -$119M +$130M HDS, LII, HOUS, MLI, RCL 13F-HR 2/17/2015, 08:13 AM
Q3 2014 20 $298M +$118M -$318M -$200M MLI, DRQ, LECO, DECK, LII 13F-HR 11/14/2014, 11:36 AM
Q2 2014 24 $521M +$246M -$92.9M +$153M WCC, LLFLQ, SNDK, WBC, MLI 13F-HR 8/14/2014, 11:49 AM
Q1 2014 20 $352M +$218M -$85.6M +$133M SNDK, MLI, PH, LLFLQ, LECO 13F-HR 5/15/2014, 10:36 AM
Q4 2013 23 $220M $0 $0 MLI, SNDK, LECO, WBC, PBI 13F-HR 2/13/2014, 04:50 PM