0001085146-17-001252.txt : 20170512 0001085146-17-001252.hdr.sgml : 20170512 20170512162531 ACCESSION NUMBER: 0001085146-17-001252 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170512 DATE AS OF CHANGE: 20170512 EFFECTIVENESS DATE: 20170512 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: 17839010 BUSINESS ADDRESS: STREET 1: 437 MADISON AVENUE STREET 2: 34TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-714-7841 MAIL ADDRESS: STREET 1: 437 MADISON AVENUE STREET 2: 34TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001598245 XXXXXXXX 03-31-2017 03-31-2017 Lodge Hill Capital, LLC

437 MADISON AVENUE 34TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-15885 N Jon Hanlon 212 714-7845 /s/ Jon Hanlon New York NY 05-08-2017 0 35 1399662 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE AIR LEASE CORPCL A00912X30215689404900SHPutSOLE 40490000ALPHABET INCCAP STK CL A02079K3053001235400SHSOLE 3540000AMAZON COM INCCOM0231351063546140000SHPutSOLE 4000000AUTOZONE INCCOM0533321026218286000SHSOLE 8600000BALL CORPCOM05849810615884213900SHSOLE 21390000BOEING COCOM09702310572512410000SHPutSOLE 41000000CHIPOTLE MEXICAN GRILL INCCOM1696561051581535500SHSOLE 3550000COLFAX CORPCOM194014106575231465200SHSOLE 146520000EAGLE MATERIALS INCCOM26969P10863956658400SHSOLE 65840000EAGLE MATERIALS INCCOM26969P10824430251500SHCallSOLE 25150000GATX CORPCOM36144810328005459400SHSOLE 45940000HEICO CORP NEWCOM42280610913254152000SHPutSOLE 15200000INPHI CORPCOM45772F10719781405200SHSOLE 40520000LAMB WESTON HLDGS INCCOM51327210413501321000SHCallSOLE 32100000LENNAR CORPCL A52605710421090412000SHSOLE 41200000LIBERTY GLOBAL PLCSHS CL AG5480U104521761454600SHSOLE 145460000LOGMEIN INCCOM54142L10923702243100SHSOLE 24310000LOWES COS INCCOM54866110770922862700SHSOLE 86270000MARTIN MARIETTA MATLS INCCOM57328410631558144600SHSOLE 14460000MARVELL TECHNOLOGY GROUP LTDORDG5876H105274871801300SHSOLE 180130000MICROSOFT CORPCOM59491810425007379700SHSOLE 37970000NVR INCCOM62944T1055932128156SHSOLE 2815600PTC INCCOM69370C10022086420300SHSOLE 42030000RELIANCE STEEL & ALUMINUM COCOM75950910240602507400SHSOLE 50740000ROCKWELL COLLINS INCCOM77434110125553263000SHPutSOLE 26300000SPDR S&P 500 ETF TRTR UNIT78462F1032654431126000SHPutSOLE 112600000TELEDYNE TECHNOLOGIES INCCOM87936010531678250500SHPutSOLE 25050000TOLL BROTHERS INCCOM88947810324854688300SHSOLE 68830000TRINITY INDS INCCOM89652210925567963000SHCallSOLE 96300000U S SILICA HLDGS INCCOM90346E10325218525500SHSOLE 52550000UNITED STATES STL CORP NEWCOM912909108364131077000SHSOLE 107700000UNITI GROUP INCCOM91325V10821401827900SHSOLE 82790000VALMONT INDS INCCOM92025310140725261900SHSOLE 26190000VERSUM MATLS INCCOM92532W10321695709000SHCallSOLE 70900000WABCO HLDGS INCCOM92927K10239159333500SHSOLE 33350000