0001085146-23-003307.txt : 20230811
0001085146-23-003307.hdr.sgml : 20230811
20230811165541
ACCESSION NUMBER: 0001085146-23-003307
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230811
DATE AS OF CHANGE: 20230811
EFFECTIVENESS DATE: 20230811
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: 231164949
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
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06-30-2023
06-30-2023
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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
08-11-2023
0
28
343991618
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INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
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COM
00790R104
BBG001SH4LQ0
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SH
SOLE
70600
0
0
ALLISON TRANSMISSION HLDGS I
COM
01973R101
BBG001V0T5F3
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80500
SH
SOLE
80500
0
0
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
BBG001T53FW2
10776800
190000
SH
SOLE
190000
0
0
APOLLO GLOBAL MGMT INC
COM
03769M106
BBG00ZNLTFL2
13669722
177968
SH
SOLE
177968
0
0
BLOCK H & R INC
COM
093671105
BBG001S5S031
7616930
239000
SH
SOLE
239000
0
0
BRUNSWICK CORP
COM
117043109
BBG001S5P294
21105504
243600
SH
SOLE
243600
0
0
BUILDERS FIRSTSOURCE INC
COM
12008R107
BBG001S9CFC7
8744800
64300
SH
SOLE
64300
0
0
CAESARS ENTERTAINMENT INC NE
COM
12769G100
BBG0074Q3NL5
13053417
256100
SH
SOLE
256100
0
0
CALLON PETE CO DEL
COM
13123X508
BBG001SB5DH0
11047050
315000
SH
SOLE
315000
0
0
CARLISLE COS INC
COM
142339100
BBG001S5Q6R4
16630840
64830
SH
SOLE
64830
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
BBG001SP8VM0
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131500
SH
SOLE
131500
0
0
ISHARES TR
RUSSELL 2000 ETF
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BBG001SFC7Y7
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SH
Call
SOLE
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0
MOHAWK INDS INC
COM
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BBG001SBGSZ5
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250000
SH
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0
MOHAWK INDS INC
COM
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BBG001SBGSZ5
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SH
Call
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MONARCH CASINO & RESORT INC
COM
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BBG001S7DVP1
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SH
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0
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MR COOPER GROUP INC
COM
62482R107
BBG002V09956
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347700
SH
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347700
0
0
OLIN CORP
COM PAR $1
680665205
BBG001S5TWW8
16187850
315000
SH
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0
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OWENS CORNING NEW
COM
690742101
BBG001SQ7PD2
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153400
SH
SOLE
153400
0
0
RH
COM
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21700
SH
SOLE
21700
0
0
SEAWORLD ENTMT INC
COM
81282V100
BBG003RY97L1
7914213
141300
SH
SOLE
141300
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
BBG001S7TCZ5
1738600
10000
SH
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10000
0
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SHELL PLC
SPON ADS
780259305
BBG0147BN6H1
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138500
SH
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SIGNET JEWELERS LIMITED
SHS
G81276100
BBG001S7FKS0
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188400
SH
SOLE
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0
0
SUMMIT MATLS INC
CL A
86614U100
BBG006K8P6F9
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227354
SH
SOLE
227354
0
0
UNITED STATES STL CORP NEW
COM
912909108
BBG001S5XL75
10241595
409500
SH
SOLE
409500
0
0
VICTORIAS SECRET AND CO
COMMON STOCK
926400102
BBG01103B480
5316150
305000
SH
SOLE
305000
0
0
VONTIER CORPORATION
COM
928881101
BBG00RRGSKH2
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225000
SH
SOLE
225000
0
0
WESCO INTL INC
COM
95082P105
BBG001SCRP78
7345937
41025
SH
SOLE
41025
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0