0001085146-20-000686.txt : 20200213 0001085146-20-000686.hdr.sgml : 20200213 20200213170531 ACCESSION NUMBER: 0001085146-20-000686 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200213 DATE AS OF CHANGE: 20200213 EFFECTIVENESS DATE: 20200213 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: 20611847 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 false false 0001598245 XXXXXXXX 12-31-2019 12-31-2019 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 02-06-2020 0 26 373542
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE AGCO CORP COM 001084102 19961 258390 SH SOLE 258390 0 0 ALPHABET INC CAP STK CL A 02079K305 9376 7000 SH SOLE 7000 0 0 AMERCO COM 023586100 11237 29900 SH SOLE 29900 0 0 BALL CORP COM 058498106 7437 115000 SH SOLE 115000 0 0 BRUNSWICK CORP COM 117043109 10796 180000 SH SOLE 180000 0 0 CARLISLE COS INC COM 142339100 34096 210680 SH SOLE 210680 0 0 COMPASS MINERALS INTL INC COM 20451N101 5572 91400 SH SOLE 91400 0 0 FLUOR CORP NEW COM 343412102 9571 506930 SH SOLE 506930 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 10534 161211 SH SOLE 161211 0 0 JACOBS ENGR GROUP INC COM 469814107 32916 366420 SH SOLE 366420 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 10865 115000 SH SOLE 115000 0 0 MANITOWOC CO INC COM NEW 563571405 8838 505000 SH SOLE 505000 0 0 MARTIN MARIETTA MATLS INC COM 573284106 6760 24174 SH SOLE 24174 0 0 MASTEC INC COM 576323109 16931 263880 SH SOLE 263880 0 0 NORFOLK SOUTHERN CORP COM 655844108 29552 152230 SH SOLE 152230 0 0 OSHKOSH CORP COM 688239201 12499 132051 SH SOLE 132051 0 0 OWENS CORNING NEW COM 690742101 23929 367455 SH SOLE 367455 0 0 SCHLUMBERGER LTD COM 806857108 7035 175000 SH SOLE 175000 0 0 SCHLUMBERGER LTD COM 806857108 14070 350000 SH Call SOLE 350000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 48279 150000 SH Put SOLE 150000 0 0 SUMMIT MATLS INC CL A 86614U100 7540 315500 SH SOLE 315500 0 0 TEXTRON INC COM 883203101 8016 179730 SH SOLE 179730 0 0 THOR INDS INC COM 885160101 2006 27000 SH SOLE 27000 0 0 UNITED RENTALS INC COM 911363109 13928 83515 SH SOLE 83515 0 0 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 2310 200000 SH SOLE 200000 0 0 VULCAN MATLS CO COM 929160109 9488 65895 SH SOLE 65895 0 0