0001085146-19-002911.txt : 20191113
0001085146-19-002911.hdr.sgml : 20191113
20191113163257
ACCESSION NUMBER: 0001085146-19-002911
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191113
DATE AS OF CHANGE: 20191113
EFFECTIVENESS DATE: 20191113
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: 191214453
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
09-30-2019
09-30-2019
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
11-13-2019
0
25
346634
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALPHABET INC
CAP STK CL A
02079K305
7327
6000
SH
SOLE
6000
0
0
AMAZON COM INC
COM
023135106
9548
5500
SH
SOLE
5500
0
0
BRUNSWICK CORP
COM
117043109
7818
150000
SH
SOLE
150000
0
0
CARLISLE COS INC
COM
142339100
40006
274880
SH
SOLE
274880
0
0
COMPASS MINERALS INTL INC
COM
20451N101
4598
81400
SH
SOLE
81400
0
0
COTT CORP QUE
COM
22163N106
4838
388008
SH
SOLE
388008
0
0
EOG RES INC
COM
26875P101
13360
180000
SH
SOLE
180000
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
22687
414761
SH
SOLE
414761
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
39348
260000
SH
Call
SOLE
260000
0
0
JACOBS ENGR GROUP INC
COM
469814107
18226
199190
SH
SOLE
199190
0
0
LEAR CORP
COM NEW
521865204
4952
42000
SH
SOLE
42000
0
0
LENNAR CORP
CL A
526057104
10437
186869
SH
SOLE
186869
0
0
MANITOWOC CO INC
COM NEW
563571405
5125
410000
SH
SOLE
410000
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
5393
19674
SH
SOLE
19674
0
0
NORFOLK SOUTHERN CORP
COM
655844108
25134
139900
SH
SOLE
139900
0
0
OSHKOSH CORP
COM
688239201
18344
242011
SH
SOLE
242011
0
0
OWENS CORNING NEW
COM
690742101
19520
308865
SH
SOLE
308865
0
0
SCHLUMBERGER LTD
COM
806857108
5296
155000
SH
SOLE
155000
0
0
SUMMIT MATLS INC
CL A
86614U100
6005
270500
SH
SOLE
270500
0
0
TEXTRON INC
COM
883203101
7331
149730
SH
SOLE
149730
0
0
THOR INDS INC
COM
885160101
3795
67000
SH
SOLE
67000
0
0
TOPBUILD CORP
COM
89055F103
5786
60000
SH
SOLE
60000
0
0
UNITED AIRLINES HLDGS INC
COM
910047109
17002
192305
SH
SOLE
192305
0
0
UNITED RENTALS INC
COM
911363109
35548
285205
SH
SOLE
285205
0
0
VULCAN MATLS CO
COM
929160109
9210
60895
SH
SOLE
60895
0
0