Lodge Hill Capital, LLC

Position in BC — Brunswick Corp

CIK 1598245 NEW YORK, NY

Position in BC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$30,586,701

+$1,105,077 QoQ

Shares Held

363,090

-10.4% QoQ

Ownership

0.560%

of shares outstanding

% of Portfolio

5.14%

of 13F equity value

Holder Rank

#43

of 467 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Lodge Hill Capital, LLC holds $78,809,341 across 3 Recreational Vehicles names. BC ranks #1 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BC	Brunswick Corp This page	363,090	$30,586,701
2	MBUU	Malibu Boats, Inc.	926,014	$25,400,564
3	PATK	Patrick Industries Inc	254,200	$22,822,076

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,586,701	363,090	-10.4%	Shares	Sole	2026-08-14
2026-03-31	$29,481,624	405,190	-9.0%	Shares	Sole	2026-05-18
2025-12-31	$33,050,905	445,190	-10.1%	Shares	Sole	2026-02-17
2025-09-30	$31,315,815	495,190	-3.9%	Shares	Sole	2025-11-06
2025-06-30	$28,459,095	515,190	+5.5%	Shares	Sole	2025-08-13
2025-03-31	$26,302,494	488,440	+22.3%	Shares	Sole	2025-05-14
2024-12-31	$25,826,077	399,290	+59.7%	Shares	Sole	2025-02-13
2024-09-30	$20,955,000	250,000	-29.7%	Shares	Sole	2024-11-13
2024-06-30	$25,869,735	355,500	+24.5%	Shares	Sole	2024-08-13
2024-03-31	$27,556,460	285,500	+55.5%	Shares	Sole	2024-05-14
2023-12-31	$17,763,300	183,600	-40.5%	Shares	Sole	2024-02-13
2023-09-30	$24,379,400	308,600	+26.7%	Shares	Sole	2023-11-13
2023-06-30	$21,105,504	243,600	+47.6%	Shares	Sole	2023-08-11
2023-03-31	$13,530,000	165,000	-26.7%	Shares	Sole	2023-05-12
2022-12-31	$16,218,000	225,000	+15.4%	Shares	Sole	2023-02-14
2022-09-30	$12,762,750	195,000	-4.9%	Shares	Sole	2022-11-14
2022-06-30	$13,402,900	205,000	+41.4%	Shares	Sole	2022-08-12
2022-03-31	$11,729,050	145,000	-3.3%	Shares	Sole	2022-05-13
2021-12-31	$15,109,500	150,000	+50.0%	Shares	Sole	2022-02-14
2021-09-30	$9,527,000	100,000	+66.7%	Shares	Sole	2021-11-12
2021-06-30	$5,977,200	60,000	-43.0%	Shares	Sole	2021-08-13
2020-03-31	$3,724,814	105,310	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.