0001085146-22-004121.txt : 20221114
0001085146-22-004121.hdr.sgml : 20221114
20221114163611
ACCESSION NUMBER: 0001085146-22-004121
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221114
DATE AS OF CHANGE: 20221114
EFFECTIVENESS DATE: 20221114
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: 221386594
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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09-30-2022
09-30-2022
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
11-14-2022
0
27
270507
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALLISON TRANSMISSION HLDGS I
COM
01973R101
9453
280000
SH
SOLE
280000
0
0
APOLLO GLOBAL MGMT INC
COM
03769M106
13623
292968
SH
SOLE
292968
0
0
BLOCK H & R INC
COM
093671105
5105
120000
SH
SOLE
120000
0
0
BOOKING HOLDINGS INC
COM
09857L108
11502
7000
SH
SOLE
7000
0
0
BORGWARNER INC
COM
099724106
7693
245000
SH
SOLE
245000
0
0
BRUNSWICK CORP
COM
117043109
12763
195000
SH
SOLE
195000
0
0
BUILDERS FIRSTSOURCE INC
COM
12008R107
19738
335000
SH
SOLE
335000
0
0
CAESARS ENTERTAINMENT INC NE
COM
12769G100
10162
315000
SH
SOLE
315000
0
0
CURO GROUP HOLDINGS CORP
COM
23131L107
1943
484426
SH
SOLE
484426
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
5051
180000
SH
SOLE
180000
0
0
EASTMAN CHEM CO
COM
277432100
14565
205000
SH
SOLE
205000
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
4685
50000
SH
SOLE
50000
0
0
FORD MTR CO DEL
COM
345370860
5656
505000
SH
SOLE
505000
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
11292
150000
SH
SOLE
150000
0
0
MONARCH CASINO & RESORT INC
COM
609027107
8441
150358
SH
SOLE
150358
0
0
MR COOPER GROUP INC
COM
62482R107
7088
175000
SH
SOLE
175000
0
0
OLIN CORP
COM PAR $1
680665205
14579
340000
SH
SOLE
340000
0
0
OWENS CORNING NEW
COM
690742101
10455
133000
SH
SOLE
133000
0
0
RELIANCE STEEL & ALUMINUM CO
COM
759509102
11070
63473
SH
SOLE
63473
0
0
RH
COM
74967X103
4306
17500
SH
SOLE
17500
0
0
SCHLUMBERGER LTD
COM STK
806857108
7539
210000
SH
SOLE
210000
0
0
SEALED AIR CORP NEW
COM
81211K100
22255
500000
SH
SOLE
500000
0
0
SHELL PLC
SPON ADS
780259305
9206
185000
SH
SOLE
185000
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
8864
155000
SH
SOLE
155000
0
0
SUMMIT MATLS INC
CL A
86614U100
12459
520000
SH
SOLE
520000
0
0
UNITED STATES STL CORP NEW
COM
912909108
7882
435000
SH
SOLE
435000
0
0
WESCO INTL INC
COM
95082P105
13132
110000
SH
SOLE
110000
0
0