0001085146-23-004317.txt : 20231113 0001085146-23-004317.hdr.sgml : 20231113 20231113160123 ACCESSION NUMBER: 0001085146-23-004317 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 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: 231398429 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 13F-HR LIVE false false false 0001598245 XXXXXXXX 09-30-2023 09-30-2023 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 11-13-2023 0 27 305033705 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 19419398 170600 SH SOLE 170600 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 BBG001T53FW2 13825000 250000 SH SOLE 250000 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 7896008 87968 SH SOLE 87968 0 0 BLOCK H & R INC COM 093671105 BBG001S5S031 6200640 144000 SH SOLE 144000 0 0 BRUNSWICK CORP COM 117043109 BBG001S5P294 24379400 308600 SH SOLE 308600 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 BBG001S9CFC7 19831257 159300 SH SOLE 159300 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 BBG0074Q3NL5 14187735 306100 SH SOLE 306100 0 0 CALLON PETE CO DEL COM 13123X508 BBG001SB5DH0 10562400 270000 SH SOLE 270000 0 0 CARLISLE COS INC COM 142339100 BBG001S5Q6R4 18104126 69830 SH SOLE 69830 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 5550000 150000 SH SOLE 150000 0 0 DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 10009600 340000 SH SOLE 340000 0 0 EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 10461605 101500 SH SOLE 101500 0 0 MOHAWK INDS INC COM 608190104 BBG001SBGSZ5 25313950 295000 SH SOLE 295000 0 0 MONARCH CASINO & RESORT INC COM 609027107 BBG001S7DVP1 8381575 134969 SH SOLE 134969 0 0 MR COOPER GROUP INC COM 62482R107 BBG002V09956 11660012 217700 SH SOLE 217700 0 0 NOV INC COM 62955J103 BBG001S6HFR2 12540000 600000 SH SOLE 600000 0 0 OLIN CORP COM PAR $1 680665205 BBG001S5TWW8 10245900 205000 SH SOLE 205000 0 0 OWENS CORNING NEW COM 690742101 BBG001SQ7PD2 15468894 113400 SH SOLE 113400 0 0 POLARIS INC COM 731068102 BBG001S7HWZ4 10414000 100000 SH SOLE 100000 0 0 SEAWORLD ENTMT INC COM 81282V100 BBG003RY97L1 15322625 331300 SH SOLE 331300 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1875530 18500 SH SOLE 18500 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 1508156 9200 SH SOLE 9200 0 0 SELECT WATER SOLUTIONS INC CL A COM 81617J301 BBG00G4Y2F27 4372500 550000 SH SOLE 550000 0 0 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 7307130 113500 SH SOLE 113500 0 0 SUMMIT MATLS INC CL A 86614U100 BBG006K8P6F9 3498704 112354 SH SOLE 112354 0 0 UNITED STATES STL CORP NEW COM 912909108 BBG001S5XL75 3556560 109500 SH SOLE 109500 0 0 VONTIER CORPORATION COM 928881101 BBG00RRGSKH2 13141000 425000 SH SOLE 425000 0 0