0001085146-15-001253.txt : 20150515 0001085146-15-001253.hdr.sgml : 20150515 20150515090441 ACCESSION NUMBER: 0001085146-15-001253 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150515 DATE AS OF CHANGE: 20150515 EFFECTIVENESS DATE: 20150515 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: 15865768 BUSINESS ADDRESS: STREET 1: 529 FIFTH AVENUE STREET 2: 8TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 212-714-7841 MAIL ADDRESS: STREET 1: 529 FIFTH AVENUE STREET 2: 8TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001598245 XXXXXXXX 03-31-2015 03-31-2015 false Lodge Hill Capital, LLC
529 FIFTH AVENUE 8TH FLOOR NEW YORK NY 10017
13F HOLDINGS REPORT 028-15885 N
Nick Carbone CFO 212-714-7841 /s/ Nick Carbone New York NY 05-08-2015 0 36 556218
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ACUITY BRANDS INC COM 00508Y102 19389 115300 SH SOLE 115300 0 0 ADOBE SYS INC COM 00724F101 18943 256200 SH SOLE 256200 0 0 AUTOLIV INC COM 052800109 11777 100000 SH Put SOLE 100000 0 0 BEMIS INC COM 081437105 12393 267600 SH SOLE 267600 0 0 BOISE CASCADE CO DEL COM 09739D100 15033 401300 SH SOLE 401300 0 0 CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 19371 319080 SH SOLE 319080 0 0 CEPHEID COM 15670R107 11380 200000 SH Put SOLE 200000 0 0 CUMMINS INC COM 231021106 34660 250000 SH Put SOLE 250000 0 0 CURTISS WRIGHT CORP COM 231561101 5546 75000 SH SOLE 75000 0 0 DOW CHEM CO COM 260543103 5998 125000 SH SOLE 125000 0 0 DRIL-QUIP INC COM 262037104 9212 134700 SH SOLE 134700 0 0 ENSCO PLC SHS CLASS A G3157S106 9482 450000 SH SOLE 450000 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 12105 750000 SH Put SOLE 750000 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 20891 440000 SH SOLE 440000 0 0 GENCORP INC COM 368682100 13895 599200 SH SOLE 599200 0 0 HAIN CELESTIAL GROUP INC COM 405217100 6405 100000 SH Put SOLE 100000 0 0 INGERSOLL-RAND PLC SHS G47791101 8170 120000 SH SOLE 120000 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 26640 600000 SH Put SOLE 600000 0 0 JETBLUE AIRWAYS CORP COM 477143101 21387 1111000 SH SOLE 1111000 0 0 LENNOX INTL INC COM 526107107 42353 379200 SH SOLE 379200 0 0 LINCOLN ELEC HLDGS INC COM 533900106 9753 149154 SH SOLE 149154 0 0 MUELLER INDS INC COM 624756102 22969 635736 SH SOLE 635736 0 0 NVR INC COM 62944T105 17651 13285 SH SOLE 13285 0 0 OSHKOSH CORP COM 688239201 12783 262000 SH SOLE 262000 0 0 PRECISION CASTPARTS CORP COM 740189105 14700 70000 SH SOLE 70000 0 0 PRICELINE GRP INC COM NEW 741503403 17579 15100 SH SOLE 15100 0 0 PVH CORP COM 693656100 7992 75000 SH SOLE 75000 0 0 REALOGY HLDGS CORP COM 75605Y106 18510 407000 SH SOLE 407000 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 22296 272400 SH SOLE 272400 0 0 RYDER SYS INC COM 783549108 7117 75000 SH Put SOLE 75000 0 0 SIERRA WIRELESS INC COM 826516106 7323 221300 SH SOLE 221300 0 0 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 6680 80000 SH SOLE 80000 0 0 TEREX CORP NEW COM 880779103 5318 200000 SH SOLE 200000 0 0 TEREX CORP NEW COM 880779103 29249 1100000 SH Call SOLE 1100000 0 0 TEXTRON INC COM 883203101 13299 300000 SH Put SOLE 300000 0 0 WABCO HLDGS INC COM 92927K102 17969 146236 SH SOLE 146236 0 0