0001085146-23-002313.txt : 20230512
0001085146-23-002313.hdr.sgml : 20230512
20230512172056
ACCESSION NUMBER: 0001085146-23-002313
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230512
DATE AS OF CHANGE: 20230512
EFFECTIVENESS DATE: 20230512
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Lodge Hill Capital, LLC
CENTRAL INDEX KEY: 0001598245
IRS NUMBER: 453264814
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15885
FILM NUMBER: 23917087
BUSINESS ADDRESS:
STREET 1: 437 MADISON AVENUE
STREET 2: 34TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 212-714-7845
MAIL ADDRESS:
STREET 1: 437 MADISON AVENUE
STREET 2: 34TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
13F-HR
1
primary_doc.xml
X0202
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0001598245
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03-31-2023
03-31-2023
false
Lodge Hill Capital, LLC
437 MADISON AVENUE
34TH FLOOR
NEW YORK
NY
10022
13F HOLDINGS REPORT
028-15885
000165973
801-77377
N
Jon Hanlon
CFO
212-714-7845
/s/ Jon Hanlon
New York
NY
05-12-2023
0
22
263438589
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALLISON TRANSMISSION HLDGS I
COM
01973R101
BBG001V0T5F3
10179000
225000
SH
SOLE
225000
0
0
APOLLO GLOBAL MGMT INC
COM
03769M106
BBG00ZNLTFL2
21346059
337968
SH
SOLE
337968
0
0
BLOCK H & R INC
COM
093671105
BBG001S5S031
10751250
305000
SH
SOLE
305000
0
0
BRUNSWICK CORP
COM
117043109
BBG001S5P294
13530000
165000
SH
SOLE
165000
0
0
BUILDERS FIRSTSOURCE INC
COM
12008R107
BBG001S9CFC7
12429200
140000
SH
SOLE
140000
0
0
CAESARS ENTERTAINMENT INC NE
COM
12769G100
BBG0074Q3NL5
10006050
205000
SH
SOLE
205000
0
0
CALLON PETE CO DEL
COM
13123X508
BBG001SB5DH0
5183200
155000
SH
SOLE
155000
0
0
CARLISLE COS INC
COM
142339100
BBG001S5Q6R4
30971590
137000
SH
SOLE
137000
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
BBG001SC07Z6
10631075
32500
SH
SOLE
32500
0
0
MONARCH CASINO & RESORT INC
COM
609027107
BBG001S7DVP1
8777580
118376
SH
SOLE
118376
0
0
MR COOPER GROUP INC
COM
62482R107
BBG002V09956
8603700
210000
SH
SOLE
210000
0
0
OLIN CORP
COM PAR $1
680665205
BBG001S5TWW8
11655000
210000
SH
SOLE
210000
0
0
OWENS CORNING NEW
COM
690742101
BBG001SQ7PD2
18202000
190000
SH
SOLE
190000
0
0
RH
COM
74967X103
BBG002293Q93
4871000
20000
SH
SOLE
20000
0
0
SEAWORLD ENTMT INC
COM
81282V100
BBG003RY97L1
9503050
155000
SH
SOLE
155000
0
0
SHELL PLC
SPON ADS
780259305
BBG0147BN6H1
5466300
95000
SH
SOLE
95000
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
BBG001S7FKS0
8166900
105000
SH
SOLE
105000
0
0
SUMMIT MATLS INC
CL A
86614U100
BBG006K8P6F9
14539985
510354
SH
SOLE
510354
0
0
UNITED STATES STL CORP NEW
COM
912909108
BBG001S5XL75
12136500
465000
SH
SOLE
465000
0
0
VICTORIAS SECRET AND CO
COMMON STOCK
926400102
BBG01103B480
12464750
365000
SH
SOLE
365000
0
0
VONTIER CORPORATION
COM
928881101
BBG00RRGSKH2
10115800
370000
SH
SOLE
370000
0
0
WESCO INTL INC
COM
95082P105
BBG001SCRP78
13908600
90000
SH
SOLE
90000
0
0