Lodge Hill Capital
$552M Assets Reported
27 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| OC | OWENS CORNING NEW | 363,570 | $39M | 7.1% |
| OSK | OSHKOSH CORP | 240,000 | $35M | 6.4% |
| PHIN | PHINIA INC | 2,381,150 | $34M | 6.1% |
| RKT | ROCKET COS INC | 2,381,150 | $34M | 6.1% |
| HRB | BLOCK H & R INC | 1,050,000 | $33M | 6.0% |
| BCO | BRINKS CO | 315,000 | $33M | 5.9% |
| MHK | MOHAWK INDS INC | 302,480 | $30M | 5.4% |
| BC | BRUNSWICK CORP | 405,190 | $29M | 5.3% |
| CSL | CARLISLE COS INC | 87,530 | $29M | 5.3% |
| APO | APOLLO GLOBAL MGMT INC | 247,930 | $28M | 5.0% |
Track Lodge Hill Capital's 13F portfolio: $552M in reported holdings, 27 positions. Top holdings, AUM, and quarterly changes on SentiSense.