account_balance
Investment manager · 13F filer · SEC CIK 1598245
Lodge Hill Capital, LLC
Reported value$596Mas of Jun 30, 2026
Positions27 9 new, 4 sold out
Top 10 weight56.7%OC alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
OCOwens Corning New
9.0%Trimmed −7%
NDSNNordson Corp
6.3%New
RKTRocket Cos Inc
6.3%Added +2687%
CSLCarlisle Cos Inc
6.2%Added +17%
BCOBrinks Co
5.9%Added +17%
BCBrunswick Corp
5.1%Trimmed −10%
TKRTimken Co
4.9%New
OSKOshkosh Corp
4.7%Trimmed −24%
MBUUMalibu Boats Inc
4.3%Added +2%
BLDRBuilders Firstsource Inc
4.1%Trimmed −18%
PATKPatrick Inds Inc
3.8%Added +24%
HRB3.6%OCOwens Corning New
9.0%Trimmed −7%
NDSN6.3%RKT6.3%CSLCarlisle Cos Inc
6.2%Added +17%
BCOBrinks Co
5.9%Added +17%
BCBrunswick Corp
5.1%Trimmed −10%
TKR4.9%OSK4.7%MBUU4.3%BLDR4.1%PATK3.8%HRB3.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
OC Owens Corning New 9.0% Trimmed −7%NDSN Nordson Corp 6.3% NewRKT Rocket Cos Inc 6.3% Added +2687%CSL Carlisle Cos Inc 6.2% Added +17%BCO Brinks Co 5.9% Added +17%BC Brunswick Corp 5.1% Trimmed −10%TKR Timken Co 4.9% NewOSK Oshkosh Corp 4.7% Trimmed −24%MBUU Malibu Boats Inc 4.3% Added +2%BLDR Builders Firstsource Inc 4.1% Trimmed −18%PATK Patrick Inds Inc 3.8% Added +24%HRB Block H & R Inc 3.6% Trimmed −46%
What changed