Holdings
Lodge Hill Capital, LLC
As of Jun 30, 2026, Lodge Hill Capital, LLC reported 25 positions worth US$595M. Largest: Owens Corning Inc, Nordson Corporation and Rocket Companies, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Owens Corning Inc | 338K | US$53.7M | −25,700 | Jun 30, 2026 |
| Nordson Corporation | 125K | US$37.7M | new | Jun 30, 2026 |
| Rocket Companies, Inc. | 2.37M | US$37.3M | −12,580 | Jun 30, 2026 |
| Carlisle Companies Incorporated | 103K | US$37.3M | +15,200 | Jun 30, 2026 |
| Brinks Company (the) | 370K | US$35M | +55,007 | Jun 30, 2026 |
| Brunswick Corporation | 363K | US$30.6M | −42,100 | Jun 30, 2026 |
| Timken Company (the) | 200K | US$29.1M | new | Jun 30, 2026 |
| Oshkosh Corporation (holding Company) | 182K | US$27.9M | −58,000 | Jun 30, 2026 |
| Malibu Boats, Inc. | 926K | US$25.4M | +21,000 | Jun 30, 2026 |
| Builders Firstsource, Inc. | 272K | US$24.3M | −61,300 | Jun 30, 2026 |