Lodge Hill Capital, LLC
Lodge Hill Capital, LLC reported 27 holdings worth US$596M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Lodge Hill Capital, LLC reported 27 holdings worth US$596M as of Jun 30, 2026. Largest: Owens Corning Inc, Nordson Corporation and Rocket Companies, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 27
- Value as reported
- US$596M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Owens Corning Inc | 338K | US$53.7M | 9.0% |
| Nordson Corporation | 125K | US$37.7M | 6.3% |
| Rocket Companies, Inc. | 2.37M | US$37.3M | 6.3% |
| Carlisle Companies Incorporated | 103K | US$37.3M | 6.2% |
| Brinks Company (the) | 370K | US$35M | 5.9% |
| Brunswick Corporation | 363K | US$30.6M | 5.1% |
| Timken Company (the) | 200K | US$29.1M | 4.9% |
| Oshkosh Corporation (holding Company) | 182K | US$27.9M | 4.7% |
| Malibu Boats, Inc. | 926K | US$25.4M | 4.3% |
| Builders Firstsource, Inc. | 272K | US$24.3M | 4.1% |
| Patrick Industries, Inc. | 254K | US$22.8M | 3.8% |
| H&r Block, Inc. | 566K | US$21.5M | 3.6% |
| Nvidia Corporation | 105K | US$21M | 3.5% |
| Meritage Homes Corporation | 228K | US$19.1M | 3.2% |
| Apollo Global Management, Inc. (new) | 161K | US$19.1M | 3.2% |
| Vornado Realty Trust | 477K | US$18.8M | 3.1% |
| Mohawk Industries, Inc. | 154K | US$18.7M | 3.1% |
| Eli Lilly And Company | 15,000 | US$18M | 3.0% |
| Dana Incorporated | 600K | US$16.3M | 2.7% |
| Canadian Pacific Kansas City Limited | 185K | US$16M | 2.7% |
| Rh | 90,000 | US$14.8M | 2.5% |
| Kirby Corporation | 105K | US$14.3M | 2.4% |
| Alaska Air Group, Inc. | 266K | US$13.9M | 2.3% |
| Vail Resorts, Inc. | 90,000 | US$12.3M | 2.1% |
| Blue Owl Capital Inc. | 1.13M | US$9.84M | 1.7% |
| Dell Technologies Inc. | 0 | US$0 | 0.00% |
| Reliance, Inc. | 0 | US$0 | 0.00% |
| United Parcel Service, Inc. | 0 | US$0 | 0.00% |
| Viasat, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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