0001085146-20-001514.txt : 20200514 0001085146-20-001514.hdr.sgml : 20200514 20200514170032 ACCESSION NUMBER: 0001085146-20-001514 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200514 DATE AS OF CHANGE: 20200514 EFFECTIVENESS DATE: 20200514 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: 20878701 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 03-31-2020 03-31-2020 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 05-05-2020 0 28 227632
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ACUITY BRANDS INC COM 00508Y102 6568 76680 SH SOLE 76680 0 0 AGCO CORP COM 001084102 10621 224790 SH SOLE 224790 0 0 BRUNSWICK CORP COM 117043109 3725 105310 SH SOLE 105310 0 0 CARLISLE COS INC COM 142339100 21060 168102 SH SOLE 168102 0 0 CLEAN HARBORS INC COM 184496107 3881 75600 SH SOLE 75600 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 10933 60000 SH SOLE 60000 0 0 ITT INC COM 45073V108 4536 100000 SH SOLE 100000 0 0 KBR INC COM 48242W106 7132 344890 SH SOLE 344890 0 0 LENNAR CORP CL A 526057104 5171 135375 SH SOLE 135375 0 0 LKQ CORP COM 501889208 3366 164095 SH SOLE 164095 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 8306 167350 SH SOLE 167350 0 0 MANITOWOC CO INC COM NEW 563571405 2774 326340 SH SOLE 326340 0 0 MARTIN MARIETTA MATLS INC COM 573284106 8938 47233 SH SOLE 47233 0 0 MASTEC INC COM 576323109 6255 191095 SH SOLE 191095 0 0 NORFOLK SOUTHERN CORP COM 655844108 12162 83301 SH SOLE 83301 0 0 O-I GLASS INC COM 67098H104 3088 434350 SH SOLE 434350 0 0 OSHKOSH CORP COM 688239201 18419 286322 SH SOLE 286322 0 0 OWENS CORNING NEW COM 690742101 11796 303955 SH SOLE 303955 0 0 PENTAIR PLC SHS G7S00T104 2083 70000 SH SOLE 70000 0 0 REXNORD CORP COM 76169B102 12601 555825 SH SOLE 555825 0 0 SCHLUMBERGER LTD COM 806857108 2685 199065 SH SOLE 199065 0 0 SCHLUMBERGER LTD COM 806857108 4009 297200 SH Call SOLE 297200 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 13867 421500 SH Call SOLE 421500 0 0 SUMMIT MATLS INC CL A 86614U100 10382 692108 SH SOLE 692108 0 0 TEXTRON INC COM 883203101 4246 159200 SH SOLE 159200 0 0 TOPBUILD CORP COM 89055F103 4298 60000 SH SOLE 60000 0 0 UNITED RENTALS INC COM 911363109 18098 175880 SH SOLE 175880 0 0 VULCAN MATLS CO COM 929160109 6632 61368 SH SOLE 61368 0 0