0001085146-18-000706.txt : 20180214 0001085146-18-000706.hdr.sgml : 20180214 20180213204031 ACCESSION NUMBER: 0001085146-18-000706 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180214 DATE AS OF CHANGE: 20180213 EFFECTIVENESS DATE: 20180214 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: 18606519 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 12-31-2017 12-31-2017 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 02-13-2018 0 30 917972 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APTIV PLCSHSG6095L10926721315000SHSOLE 31500000BALL CORPCOM058498106397431050000SHSOLE 105000000BEST BUY INCCOM08651610128073410000SHSOLE 41000000CAMPING WORLD HLDGS INCCL A13462K10938244855000SHSOLE 85500000CATERPILLAR INC DELCOM14912310138056241500SHSOLE 24150000COLFAX CORPCOM1940141067924200000SHCallSOLE 20000000CSX CORPCOM12640810317053310000SHSOLE 31000000DEERE & COCOM24419910524686157730SHSOLE 15773000EAGLE MATERIALS INCCOM26969P10850750447930SHSOLE 44793000ELECTRONIC ARTS INCCOM28551210930793293100SHSOLE 29310000ELECTRONIC ARTS INCCOM28551210952530500000SHCallSOLE 50000000GENERAL DYNAMICS CORPCOM36955010826449130000SHSOLE 13000000HALLIBURTON COCOM40621610112218250000SHSOLE 25000000KIRBY CORPCOM49726610620708310000SHSOLE 31000000LEIDOS HLDGS INCCOM52532710237709584000SHSOLE 58400000LINCOLN ELEC HLDGS INCCOM53390010613737150000SHSOLE 15000000MARTIN MARIETTA MATLS INCCOM57328410666270299810SHSOLE 29981000MICHAEL KORS HLDGS LTDSHSG6075410119515310000SHSOLE 31000000OSHKOSH CORPCOM68823920151807570000SHSOLE 57000000RELIANCE STEEL & ALUMINUM COCOM759509102827996500SHSOLE 9650000STEEL DYNAMICS INCCOM85811910019409450000SHSOLE 45000000STEEL DYNAMICS INCCOM85811910021565500000SHCallSOLE 50000000TJX COS INC NEWCOM87254010926379345000SHSOLE 34500000TRINITY INDS INCCOM89652210915359410000SHSOLE 41000000UNION PAC CORPCOM90781810834196255000SHSOLE 25500000UNITED CONTL HLDGS INCCOM91004710923590350000SHSOLE 35000000US FOODS HLDG CORPCOM91200810913570425000SHSOLE 42500000VULCAN MATLS COCOM92916010948139375000SHSOLE 37500000VULCAN MATLS COCOM92916010980231625000SHCallSOLE 62500000WABCO HLDGS INCCOM92927K10224269169120SHSOLE 16912000