0001085146-17-001803.txt : 20170811 0001085146-17-001803.hdr.sgml : 20170811 20170811163808 ACCESSION NUMBER: 0001085146-17-001803 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170811 DATE AS OF CHANGE: 20170811 EFFECTIVENESS DATE: 20170811 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: 171025642 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 06-30-2017 06-30-2017 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 08-11-2017 0 33 1332042 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON COM INCCOM0231351062323224000SHSOLE 2400000AUTOZONE INCCOM0533321021768431000SHSOLE 3100000AUTOZONE INCCOM05333210257046100000SHCallSOLE 10000000CATERPILLAR INC DELCOM14912310148894455000SHSOLE 45500000CATERPILLAR INC DELCOM1491231011074601000000SHCallSOLE 100000000COLFAX CORPCOM194014106795352020200SHSOLE 202020000CUMMINS INCCOM23102110629199180000SHSOLE 18000000DEERE & COCOM24419910545728370000SHSOLE 37000000DEERE & COCOM24419910549436400000SHCallSOLE 40000000EAGLE MATERIALS INCCOM26969P10818484200000SHCallSOLE 20000000EAGLE MATERIALS INCCOM26969P10881181878400SHSOLE 87840000ELECTRONIC ARTS INCCOM28551210920615195000SHSOLE 19500000FACEBOOK INCCL A30303M10224156160000SHSOLE 16000000GATX CORPCOM36144810325026389400SHSOLE 38940000GENTEX CORPCOM37190110914227750000SHPutSOLE 75000000ISHARES TRNA TEC-SFTWR ETF46428751582068600000SHPutSOLE 60000000L BRANDS INCCOM50179710430178560000SHSOLE 56000000LAMB WESTON HLDGS INCCOM51327210435232800000SHSOLE 80000000LAMB WESTON HLDGS INCCOM51327210414136321000SHCallSOLE 32100000LEGGETT & PLATT INCCOM52466010713132250000SHPutSOLE 25000000LINCOLN ELEC HLDGS INCCOM53390010634994380000SHSOLE 38000000LOWES COS INCCOM54866110758977760700SHSOLE 76070000LULULEMON ATHLETICA INCCOM55002110939978670000SHSOLE 67000000MARTIN MARIETTA MATLS INCCOM57328410672583326100SHSOLE 32610000ORACLE CORPCOM68389X10518050360000SHSOLE 36000000RELIANCE STEEL & ALUMINUM COCOM75950910219282264833SHSOLE 26483300SELECT SECTOR SPDR TRSBI CONS STPLS81369Y30832964600000SHPutSOLE 60000000SELECT SECTOR SPDR TRSBI INT-UTILS81369Y886831361600000SHPutSOLE 160000000SENSATA TECHNOLOGIES HLDG NVSHSN7902X10612816300000SHPutSOLE 30000000TRINITY INDS INCCOM89652210919985713000SHCallSOLE 71300000VALMONT INDS INCCOM92025310122724151900SHSOLE 15190000WABCO HLDGS INCCOM92927K10225502200000SHCallSOLE 20000000WABCO HLDGS INCCOM92927K10274402583500SHSOLE 58350000