0001085146-15-000612.txt : 20150218 0001085146-15-000612.hdr.sgml : 20150216 20150217081341 ACCESSION NUMBER: 0001085146-15-000612 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150217 DATE AS OF CHANGE: 20150217 EFFECTIVENESS DATE: 20150217 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lodge Hill Capital, LLC CENTRAL INDEX KEY: 0001598245 IRS NUMBER: 453264814 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15885 FILM NUMBER: 15618008 BUSINESS ADDRESS: STREET 1: 529 FIFTH AVENUE STREET 2: 8TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 212-714-7841 MAIL ADDRESS: STREET 1: 529 FIFTH AVENUE STREET 2: 8TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001598245 XXXXXXXX 12-31-2014 12-31-2014 Lodge Hill Capital, LLC

529 FIFTH AVENUE 8TH FLOOR NEW YORK NY 10017

13F HOLDINGS REPORT 028-15885 N Nick Carbone 212-714-7841 /s/ Nick Carbone New York NY 02-09-2015 0 38 642639 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ACUITY BRANDS INCCOM00508Y1021330795000SHSOLE 9500000ADOBE SYS INCCOM00724F10116721230000SHSOLE 23000000ADOBE SYS INCCOM00724F10147255650000SHCallSOLE 65000000AK STL HLDG CORPCOM001547108112861900000SHSOLE 190000000AMERICAN AIRLS GROUP INCCOM02376R10223463437500SHSOLE 43750000BED BATH & BEYOND INCCOM0758961008379110000SHSOLE 11000000CAESARSTONE SDOT-YAM LTDORD SHSM205981045982100000SHSOLE 10000000CHARTER COMMUNICATIONS INC DCL A NEW16117M3051374682500SHSOLE 8250000CHENIERE ENERGY INCCOM NEW16411R2089504135000SHSOLE 13500000CROCS INCCOM2270461094184335000SHSOLE 33500000CUMMINS INCCOM23102110636043250000SHPutSOLE 25000000DECKERS OUTDOOR CORPCOM24353710717909196714SHSOLE 19671400DICKS SPORTING GOODS INCCOM25339310217502352500SHSOLE 35250000DRIL-QUIP INCCOM26203710415707204700SHSOLE 20470000ENSCO PLCSHS CLASS AG3157S1068569286100SHSOLE 28610000GENCORP INCCOM36868210018090988500SHSOLE 98850000GENCORP INCCOM3686821004575250000SHCallSOLE 25000000HAIN CELESTIAL GROUP INCCOM4052171005829100000SHPutSOLE 10000000HD SUPPLY HLDGS INCCOM40416M105298141011000SHSOLE 101100000ISHARES TRCHINA LG-CAP ETF46428718424972600000SHPutSOLE 60000000JETBLUE AIRWAYS CORPCOM4771431015995378000SHSOLE 37800000LENNAR CORPCL A52605710419940445000SHSOLE 44500000LENNOX INTL INCCOM52610710729348308700SHSOLE 30870000LENNOX INTL INCCOM5261071079507100000SHCallSOLE 10000000LINCOLN ELEC HLDGS INCCOM53390010617791257500SHSOLE 25750000LUMBER LIQUIDATORS HLDGS INCCOM55003T10718401277500SHSOLE 27750000MASCO CORPCOM5745991069072360000SHSOLE 36000000MUELLER INDS INCCOM62475610228296828827SHSOLE 82882700NAVISTAR INTL CORP NEWCOM63934E1086696200000SHPutSOLE 20000000PRICELINE GRP INCCOM NEW7415034031140210000SHCallSOLE 1000000PRICELINE GRP INCCOM NEW7415034031938417000SHSOLE 1700000REALOGY HLDGS CORPCOM75605Y10629141655000SHSOLE 65500000ROYAL CARIBBEAN CRUISES LTDCOMV7780T10327482333400SHSOLE 33340000TEREX CORP NEWCOM88077910310734385000SHSOLE 38500000TEREX CORP NEWCOM88077910316728600000SHCallSOLE 60000000UNDER ARMOUR INCCL A9043111076790100000SHPutSOLE 10000000VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285832016800000SHPutSOLE 80000000WABCO HLDGS INCCOM92927K10211079105736SHSOLE 10573600