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