0001085146-19-002255.txt : 20190813
0001085146-19-002255.hdr.sgml : 20190813
20190813164607
ACCESSION NUMBER: 0001085146-19-002255
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190813
DATE AS OF CHANGE: 20190813
EFFECTIVENESS DATE: 20190813
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: 191021322
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
06-30-2019
06-30-2019
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
08-13-2019
0
34
419685
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALPHABET INC
CAP STK CL A
02079K305
6497
6000
SH
SOLE
6000
0
0
AMAZON COM INC
COM
023135106
9468
5000
SH
SOLE
5000
0
0
BEACON ROOFING SUPPLY INC
COM
073685109
4254
115860
SH
SOLE
115860
0
0
BRUNSWICK CORP
COM
117043109
4589
100000
SH
SOLE
100000
0
0
CARLISLE COS INC
COM
142339100
28683
204280
SH
SOLE
204280
0
0
CATERPILLAR INC DEL
COM
149123101
16481
120926
SH
SOLE
120926
0
0
COMPASS MINERALS INTL INC
COM
20451N101
7495
136400
SH
SOLE
136400
0
0
COTT CORP QUE
COM
22163N106
2043
153008
SH
SOLE
153008
0
0
D R HORTON INC
COM
23331A109
3666
85000
SH
SOLE
85000
0
0
FASTENAL CO
COM
311900104
9777
300000
SH
Put
SOLE
300000
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
27819
486941
SH
SOLE
486941
0
0
GENERAL ELECTRIC CO
COM
369604103
9016
858630
SH
SOLE
858630
0
0
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
16506
300000
SH
Put
SOLE
300000
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
31100
200000
SH
Call
SOLE
200000
0
0
JACOBS ENGR GROUP INC
COM
469814107
23336
276530
SH
SOLE
276530
0
0
KIRBY CORP
COM
497266106
13643
172690
SH
SOLE
172690
0
0
LEAR CORP
COM NEW
521865204
7938
57000
SH
SOLE
57000
0
0
LENNAR CORP
CL A
526057104
11963
246869
SH
SOLE
246869
0
0
MANITOWOC CO INC
COM NEW
563571405
6586
370000
SH
SOLE
370000
0
0
MANITOWOC CO INC
COM NEW
563571405
3560
200000
SH
Call
SOLE
200000
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
9981
43374
SH
SOLE
43374
0
0
NORDSON CORP
COM
655663102
19783
140000
SH
Put
SOLE
140000
0
0
OSHKOSH CORP
COM
688239201
11513
137891
SH
SOLE
137891
0
0
OWENS CORNING NEW
COM
690742101
18740
322000
SH
Call
SOLE
322000
0
0
OWENS CORNING NEW
COM
690742101
11622
199695
SH
SOLE
199695
0
0
SCHLUMBERGER LTD
COM
806857108
3974
100000
SH
SOLE
100000
0
0
SHERWIN WILLIAMS CO
COM
824348106
4583
10000
SH
SOLE
10000
0
0
SUMMIT MATLS INC
CL A
86614U100
7248
376500
SH
SOLE
376500
0
0
TEXTRON INC
COM
883203101
13776
259730
SH
SOLE
259730
0
0
THOR INDS INC
COM
885160101
7014
120000
SH
SOLE
120000
0
0
TOPBUILD CORP
COM
89055F103
12000
145000
SH
SOLE
145000
0
0
UNITED CONTL HLDGS INC
COM
910047109
12334
140885
SH
SOLE
140885
0
0
UNITED RENTALS INC
COM
911363109
32309
243605
SH
SOLE
243605
0
0
VULCAN MATLS CO
COM
929160109
10388
75654
SH
SOLE
75654
0
0