0001085146-18-002770.txt : 20181114
0001085146-18-002770.hdr.sgml : 20181114
20181114164152
ACCESSION NUMBER: 0001085146-18-002770
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181114
DATE AS OF CHANGE: 20181114
EFFECTIVENESS DATE: 20181114
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: 181184629
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
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0001598245
XXXXXXXX
09-30-2018
09-30-2018
false
Lodge Hill Capital, LLC
437 MADISON AVENUE
34TH FLOOR
NEW YORK
NY
10022
13F HOLDINGS REPORT
028-15885
N
Jon Hanlon
CFO
212-714-7845
/s/ Jon Hanlon
New York
NY
11-13-2018
0
34
663510
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ACXIOM HOLDINGS INC
COM
005125109
7659
155000
SH
SOLE
155000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
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18124
110000
SH
SOLE
110000
0
0
AMERICAN WOODMARK CORPORATIO
COM
030506109
12944
165000
SH
SOLE
165000
0
0
APTIV PLC
SHS
G6095L109
10907
130000
SH
SOLE
130000
0
0
BALL CORP
COM
058498106
19796
450000
SH
SOLE
450000
0
0
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
39168
400000
SH
Put
SOLE
400000
0
0
CATERPILLAR INC DEL
COM
149123101
95459
626000
SH
Call
SOLE
626000
0
0
CATERPILLAR INC DEL
COM
149123101
13373
87700
SH
SOLE
87700
0
0
COMPASS MINERALS INTL INC
COM
20451N101
1680
25000
SH
SOLE
25000
0
0
COTT CORP QUE
COM
22163N106
5007
310000
SH
SOLE
310000
0
0
DEERE & CO
COM
244199105
33073
220000
SH
SOLE
220000
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
39043
745670
SH
SOLE
745670
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
19635
375000
SH
Call
SOLE
375000
0
0
HERBALIFE NUTRITION LTD
COM SHS
G4412G101
10910
200000
SH
Put
SOLE
200000
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
34336
800000
SH
Call
SOLE
800000
0
0
LENNAR CORP
CL A
526057104
11673
250000
SH
SOLE
250000
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
19477
190000
SH
SOLE
190000
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
10917
60000
SH
SOLE
60000
0
0
MICROSOFT CORP
COM
594918104
14296
125000
SH
SOLE
125000
0
0
NUCOR CORP
COM
670346105
19035
300000
SH
Put
SOLE
300000
0
0
NVR INC
COM
62944T105
6177
2500
SH
SOLE
2500
0
0
OSHKOSH CORP
COM
688239201
26345
369800
SH
SOLE
369800
0
0
OWENS CORNING NEW
COM
690742101
29219
538400
SH
SOLE
538400
0
0
PARKER HANNIFIN CORP
COM
701094104
4598
25000
SH
SOLE
25000
0
0
PVH CORP
COM
693656100
2888
20000
SH
SOLE
20000
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
29072
100000
SH
Put
SOLE
100000
0
0
STEEL DYNAMICS INC
COM
858119100
13557
300000
SH
Put
SOLE
300000
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
18836
136500
SH
SOLE
136500
0
0
TOPBUILD CORP
COM
89055F103
16194
285000
SH
SOLE
285000
0
0
ULTA BEAUTY INC
COM
90384S303
11285
40000
SH
SOLE
40000
0
0
UNITED RENTALS INC
COM
911363109
37903
231680
SH
SOLE
231680
0
0
VISTEON CORP
COM NEW
92839U206
10219
110000
SH
SOLE
110000
0
0
VULCAN MATLS CO
COM
929160109
14456
130000
SH
SOLE
130000
0
0
YANDEX N V
SHS CLASS A
N97284108
6249
190000
SH
SOLE
190000
0
0