Lodge Hill Capital, LLC
Lodge Hill Capital, LLC reported 27 positions worth $596.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: OC (9.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | OC | SH | $53.7M | 9.01% | 337,870 | — | — | |
| ▸ 2 | NDSN | SH | $37.7M | 6.32% | 125,000 | — | — | |
| ▸ 3 | RKT | SH | $37.3M | 6.26% | 2,368,570 | — | — | |
| ▸ 4 | CSL | SH | $37.3M | 6.25% | 102,730 | — | — | |
| ▸ 5 | BCO | SH | $35.0M | 5.86% | 370,007 | — | — | |
| ▸ 6 | BC | SH | $30.6M | 5.13% | 363,090 | — | — | |
| ▸ 7 | TKR | SH | $29.1M | 4.87% | 200,000 | — | — | |
| ▸ 8 | OSK | SH | $27.9M | 4.68% | 182,000 | — | — | |
| ▸ 9 | MBUU | SH | $25.4M | 4.26% | 926,014 | — | — | |
| ▸ 10 | BLDR | SH | $24.3M | 4.08% | 271,700 | — | — |
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Frequently Asked Questions
What stocks does Lodge Hill Capital, LLC hold as of Q2 2026?
Lodge Hill Capital, LLC reported 27 positions worth $596.4M in its Q2 2026 13F filing. Largest positions: OC (9.0%), NDSN (6.3%), RKT (6.3%), CSL (6.2%) and BCO (5.9%).
What did Lodge Hill Capital, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lodge Hill Capital, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.