0001085146-20-002937.txt : 20201113
0001085146-20-002937.hdr.sgml : 20201113
20201113114522
ACCESSION NUMBER: 0001085146-20-002937
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201113
DATE AS OF CHANGE: 20201113
EFFECTIVENESS DATE: 20201113
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: 201310030
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
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0001598245
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09-30-2020
09-30-2020
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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
11-13-2020
0
29
348017
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ACUITY BRANDS INC
COM
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33210
SH
SOLE
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AGCO CORP
COM
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SH
SOLE
137810
0
0
ATHENE HOLDING LTD
CL A
G0684D107
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405000
SH
SOLE
405000
0
0
CARLISLE COS INC
COM
142339100
16880
137942
SH
SOLE
137942
0
0
CLEAN HARBORS INC
COM
184496107
12811
228640
SH
SOLE
228640
0
0
GENERAL DYNAMICS CORP
COM
369550108
15643
113000
SH
SOLE
113000
0
0
GENERAL MTRS CO
COM
37045V100
7545
255000
SH
SOLE
255000
0
0
HUNTINGTON INGALLS INDS INC
COM
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3709
26350
SH
SOLE
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KBR INC
COM
48242W106
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SH
SOLE
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LEAR CORP
COM NEW
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SH
SOLE
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LENNAR CORP
CL A
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LKQ CORP
COM
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LYONDELLBASELL INDUSTRIES N
SHS - A -
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MANITOWOC CO INC
COM NEW
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SOLE
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MARTIN MARIETTA MATLS INC
COM
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MASTEC INC
COM
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NVR INC
COM
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O-I GLASS INC
COM
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OSHKOSH CORP
COM
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OWENS CORNING NEW
COM
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RELIANCE STEEL & ALUMINUM CO
COM
759509102
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175000
SH
SOLE
175000
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0
REXNORD CORP
COM
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SOLE
818965
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SCHLUMBERGER LTD
COM
806857108
4109
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SH
SOLE
264065
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SPDR GOLD TR
GOLD SHS
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35424
200000
SH
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SPDR SER TR
S&P METALS MNG
78464A755
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1100000
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Call
SOLE
1100000
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SUMMIT MATLS INC
CL A
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12308
744158
SH
SOLE
744158
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TEXTRON INC
COM
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4158
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SH
SOLE
115200
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UNITED RENTALS INC
COM
911363109
12023
68900
SH
SOLE
68900
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0
VULCAN MATLS CO
COM
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5810
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SH
SOLE
42868
0
0