0001085146-19-001561.txt : 20190514 0001085146-19-001561.hdr.sgml : 20190514 20190514164245 ACCESSION NUMBER: 0001085146-19-001561 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190514 DATE AS OF CHANGE: 20190514 EFFECTIVENESS DATE: 20190514 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: 19823403 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 03-31-2019 03-31-2019 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 05-13-2019 0 28 365878
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 7650 6500 SH SOLE 6500 0 0 AMAZON COM INC COM 023135106 7123 4000 SH SOLE 4000 0 0 APTIV PLC SHS G6095L109 2532 31848 SH SOLE 31848 0 0 CATERPILLAR INC DEL COM 149123101 14246 105146 SH SOLE 105146 0 0 CITIGROUP INC COM NEW 172967424 4978 80000 SH SOLE 80000 0 0 COTT CORP QUE COM 22163N106 3623 248008 SH SOLE 248008 0 0 D R HORTON INC COM 23331A109 9311 225000 SH SOLE 225000 0 0 DEERE & CO COM 244199105 9724 60833 SH SOLE 60833 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 23894 501871 SH SOLE 501871 0 0 JACOBS ENGR GROUP INC COM 469814107 28535 379500 SH SOLE 379500 0 0 KIRBY CORP COM 497266106 8267 110060 SH SOLE 110060 0 0 LAMB WESTON HLDGS INC COM 513272104 4122 55000 SH SOLE 55000 0 0 LEAR CORP COM NEW 521865204 10178 75000 SH SOLE 75000 0 0 LENNAR CORP CL A 526057104 9664 196869 SH SOLE 196869 0 0 MANITOWOC CO INC COM NEW 563571405 1641 100000 SH Call SOLE 100000 0 0 MANITOWOC CO INC COM NEW 563571405 5333 325000 SH SOLE 325000 0 0 MARTIN MARIETTA MATLS INC COM 573284106 19791 98374 SH SOLE 98374 0 0 NVR INC COM 62944T105 8611 3112 SH SOLE 3112 0 0 OSHKOSH CORP COM 688239201 27688 368531 SH SOLE 368531 0 0 OWENS CORNING NEW COM 690742101 13671 290125 SH SOLE 290125 0 0 OWENS CORNING NEW COM 690742101 20167 428000 SH Call SOLE 428000 0 0 PARKER HANNIFIN CORP COM 701094104 15158 88325 SH SOLE 88325 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 14069 500000 SH Put SOLE 500000 0 0 SUMMIT MATLS INC CL A 86614U100 2629 886500 SH SOLE 886500 0 0 TOPBUILD CORP COM 89055F103 12945 40561 SH SOLE 40561 0 0 UNITED CONTL HLDGS INC COM 910047109 38734 162255 SH SOLE 162255 0 0 UNITED RENTALS INC COM 911363109 12509 339025 SH SOLE 339025 0 0 VULCAN MATLS CO COM 929160109 29085 105654 SH SOLE 105654 0 0