Notify me when Lodge Hill Capital, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 20 | $559,843,569 | +$159,642,750 | -$92,774,591 | +$66,868,159 | OC, APO, MHK, CSL, BLDR | 13F-HR | 06 Nov 2025, 16:27 |
| Q2 2025 | 18 | $434,269,391 | +$157,310,012 | -$149,454,793 | +$7,855,219 | COOP, MHK, APO, CSL, BLDR | 13F-HR | 13 Aug 2025, 16:01 |
| Q1 2025 | 22 | $422,804,902 | +$159,677,779 | -$78,706,232 | +$80,971,547 | CSL, BDX, MHK, BC, COOP | 13F-HR | 14 May 2025, 16:01 |
| Q4 2024 | 22 | $362,722,180 | +$219,692,621 | -$160,880,505 | +$58,812,116 | CSL, BLDR, BDX, MHK, BC | 13F-HR | 13 Feb 2025, 17:07 |
| Q3 2024 | 25 | $321,211,158 | +$98,267,882 | -$120,035,545 | -$21,767,663 | ATKR, APO, BC, OC, BP | 13F-HR | 13 Nov 2024, 17:06 |
| Q2 2024 | 24 | $316,804,285 | +$113,024,335 | -$33,458,464 | +$79,565,871 | BLDR, BC, MHK, OC, OLN | 13F-HR | 13 Aug 2024, 16:28 |
| Q1 2024 | 18 | $260,567,482 | +$86,412,420 | -$75,123,996 | +$11,288,424 | OLN, BC, CZR, OC, ARCH | 13F-HR | 14 May 2024, 16:29 |
| Q4 2023 | 21 | $226,988,134 | +$49,773,095 | -$159,484,270 | -$109,711,175 | BLDR, BC, MHK, CZR, OLN | 13F-HR | 13 Feb 2024, 16:01 |
| Q3 2023 | 27 | $305,033,705 | +$98,870,930 | -$86,949,363 | +$11,921,567 | MHK, BC, BLDR, WMS, CSL | 13F-HR | 13 Nov 2023, 16:01 |
| Q2 2023 | 26 | $295,269,118 | +$98,246,213 | -$94,120,491 | +$4,125,722 | MHK, BC, OC, COOP, CSL | 13F-HR | 11 Aug 2023, 16:55 |
| Q1 2023 | 22 | $263,438,589 | +$50,264,628 | -$77,407,519 | -$27,142,891 | CSL, APO, OC, SUM, WCC | 13F-HR | 12 May 2023, 17:20 |
| Q4 2022 | 25 | $269,913,216 | +$85,987,700 | -$123,764,098 | -$37,776,398 | CSL, WCC, BLDR, OC, BC | 13F-HR | 14 Feb 2023, 16:02 |
| Q3 2022 | 27 | $270,507,000 | +$45,828,996 | -$73,490,553 | -$27,661,557 | SEE, BLDR, OLN, EMN, APO | 13F-HR | 14 Nov 2022, 16:36 |
| Q2 2022 | 31 | $303,944,000 | +$164,444,465 | -$37,215,484 | +$127,228,981 | WCC, OLN, BKNG, SEE, OC | 13F-HR | 12 Aug 2022, 17:17 |
| Q1 2022 | 19 | $209,729,000 | +$78,513,402 | -$235,757,447 | -$157,244,045 | BLDR, ST, EMN, APO, OC | 13F-HR | 13 May 2022, 16:03 |
| Q4 2021 | 27 | $369,538,000 | +$127,808,242 | -$79,120,772 | +$48,687,470 | RS, TDG, GD, ALSN, OC | 13F-HR | 14 Feb 2022, 09:05 |
| Q3 2021 | 23 | $297,906,000 | +$55,664,926 | -$94,953,181 | -$39,288,255 | RS, GD, HSIC, WCC, BWA | 13F-HR | 12 Nov 2021, 16:14 |
| Q2 2021 | 26 | $344,733,000 | +$163,013,365 | -$79,123,570 | +$83,889,795 | LUV, OSK, PDCO, BWA, GD | 13F-HR | 13 Aug 2021, 16:33 |
| Q1 2021 | 17 | $237,160,000 | +$116,094,482 | -$204,383,849 | -$88,289,367 | CSL, ATH, RS, WCC, AMZN | 13F-HR | 14 May 2021, 16:13 |
| Q4 2020 | 26 | $291,641,000 | +$93,835,175 | -$147,642,365 | -$53,807,190 | RS, CSL, OSK, GD, BA | 13F-HR | 12 Feb 2021, 17:12 |
| Q3 2020 | 27 | $287,029,000 | +$87,644,256 | -$91,178,374 | -$3,534,118 | RXN, OSK, KBR, RS, CSL | 13F-HR | 13 Nov 2020, 11:45 |
| Q2 2020 | 24 | $271,029,000 | +$68,838,830 | -$46,215,365 | +$22,623,465 | CSL, NSC, RXN, AGCO, OSK | 13F-HR | 13 Aug 2020, 17:32 |
| Q1 2020 | 26 | $209,756,000 | +$96,021,216 | -$117,988,577 | -$21,967,361 | CSL, OSK, URI, RXN, NSC | 13F-HR | 14 May 2020, 17:00 |
| Q4 2019 | 24 | $311,193,000 | +$110,150,255 | -$139,896,901 | -$29,746,646 | CSL, J, NSC, OC, AGCO | 13F-HR | 13 Feb 2020, 17:05 |
| Q3 2019 | 24 | $307,286,000 | +$82,075,228 | -$98,560,851 | -$16,485,623 | CSL, URI, NSC, FBIN, OC | 13F-HR | 13 Nov 2019, 16:32 |
| Q2 2019 | 28 | $320,219,000 | +$95,600,148 | -$102,198,354 | -$6,598,206 | URI, CSL, FBIN, J, CAT | 13F-HR | 13 Aug 2019, 16:46 |
| Q1 2019 | 25 | $234,099,000 | +$67,311,656 | -$80,583,464 | -$13,271,808 | J, OSK, FBIN, MLM, PH | 13F-HR | 14 May 2019, 16:42 |
| Q4 2018 | 22 | $288,182,000 | +$100,108,139 | -$162,188,133 | -$62,079,994 | URI, OSK, DE, OC, FBIN | 13F-HR | 13 Feb 2019, 17:18 |
| Q3 2018 | 26 | $402,338,000 | +$189,909,945 | -$294,795,882 | -$104,885,937 | FBIN, URI, DE, OC, OSK | 13F-HR | 14 Nov 2018, 16:41 |
| Q2 2018 | 20 | $508,606,000 | +$231,607,750 | -$479,736,098 | -$248,128,348 | MLM, SHW, BALL, FBIN, NOC | 13F-HR | 13 Aug 2018, 16:53 |
| Q1 2018 | 20 | $756,272,000 | +$303,371,947 | -$276,186,780 | +$27,185,167 | MLM, BALL, VMC, WBC, OSK | 13F-HR | 14 May 2018, 16:15 |
| Q4 2017 | 26 | $755,722,000 | +$447,925,407 | -$472,289,221 | -$24,363,814 | MLM, OSK, EXP, VMC, BALL | 13F-HR | 13 Feb 2018, 20:40 |
| Q3 2017 | 20 | $734,119,000 | +$188,882,606 | -$299,249,018 | -$110,366,412 | EXP, CFX, CAT, MLM, DE | 13F-HR | 13 Nov 2017, 17:28 |
| Q2 2017 | 20 | $801,650,000 | +$464,714,038 | -$498,145,337 | -$33,431,299 | EXP, CFX, WBC, MLM, LOW | 13F-HR | 11 Aug 2017, 16:38 |
| Q1 2017 | 24 | $854,879,000 | +$467,058,898 | -$300,412,858 | +$166,646,040 | LOW, EXP, AZO, NVR, CFX | 13F-HR | 12 May 2017, 16:25 |
| Q4 2016 | 24 | $650,009,000 | +$320,536,602 | -$321,509,125 | -$972,523 | NVR, MLM, INFO, LOW, WBC | 13F-HR | 13 Feb 2017, 16:43 |
| Q3 2016 | 27 | $620,602,000 | +$291,042,246 | -$281,731,979 | +$9,310,267 | MLM, WBC, EXP, NVR, CFX | 13F-HR | 14 Nov 2016, 08:21 |
| Q2 2016 | 25 | $574,302,000 | +$316,501,206 | -$274,114,483 | +$42,386,723 | BALL, EXP, GD, WBC, PTC | 13F-HR | 12 Aug 2016, 16:27 |
| Q1 2016 | 19 | $517,407,000 | +$272,473,350 | -$133,205,848 | +$139,267,502 | BALL, GD, EXP, LOW, URI | 13F-HR | 13 May 2016, 15:24 |
| Q4 2015 | 17 | $375,495,000 | +$187,945,025 | -$243,562,828 | -$55,617,803 | LOW, EXP, RCL, HOUS, BWLD | 13F-HR | 16 Feb 2016, 08:41 |
| Q3 2015 | 25 | $428,953,000 | +$208,303,378 | -$179,547,542 | +$28,755,836 | PCLN, EXP, MLM, OSK, DOW | 13F-HR | 16 Nov 2015, 09:20 |
| Q2 2015 | 28 | $432,921,000 | +$237,979,388 | -$205,063,830 | +$32,915,558 | WBC, LOW, HOUS, OSK, PVH | 13F-HR | 13 Aug 2015, 17:08 |
| Q1 2015 | 27 | $403,586,000 | +$184,225,618 | -$234,478,517 | -$50,252,899 | LII, MLI, RCL, JBLU, FBIN | 13F-HR | 15 May 2015, 09:04 |
| Q4 2014 | 27 | $440,826,000 | +$248,317,818 | -$118,649,973 | +$129,667,845 | HDS, LII, HOUS, MLI, RCL | 13F-HR | 17 Feb 2015, 08:13 |
| Q3 2014 | 20 | $297,839,000 | +$118,330,538 | -$318,081,726 | -$199,751,188 | MLI, DRQ, LECO, DECK, LII | 13F-HR | 14 Nov 2014, 11:36 |
| Q2 2014 | 24 | $520,588,000 | +$246,179,902 | -$92,894,752 | +$153,285,150 | WCC, LLFLQ, SNDK, WBC, MLI | 13F-HR | 14 Aug 2014, 11:49 |
| Q1 2014 | 20 | $351,748,000 | +$218,380,393 | -$85,625,284 | +$132,755,109 | SNDK, MLI, PH, LLFLQ, LECO | 13F-HR | 15 May 2014, 10:36 |
| Q4 2013 | 23 | $219,758,000 | $0 | $0 | $0 | MLI, SNDK, LECO, WBC, PBI | 13F-HR | 13 Feb 2014, 16:50 |