Lodge Hill Capital, LLC

Position in CSL — Carlisle Companies Inc

CIK 1598245 NEW YORK, NY

Position in CSL

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

Position Value

$37,265,307

+$8,063,549 QoQ

Shares Held

102,730

+17.4% QoQ

Ownership

0.259%

of shares outstanding

% of Portfolio

6.27%

of 13F equity value

Holder Rank

#68

of 796 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Lodge Hill Capital, LLC holds $115,284,838 across 3 Building Products & Equipment names. CSL ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OC	Owens Corning	337,870	$53,707,815
2	CSL	Carlisle Companies Inc This page	102,730	$37,265,307
3	BLDR	Builders FirstSource, Inc.	271,700	$24,311,716

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,265,307	102,730	+17.4%	Shares	Sole	2026-08-14
2026-03-31	$29,201,758	87,530	+52.1%	Shares	Sole	2026-05-18
2025-12-31	$18,401,545	57,530	-58.2%	Shares	Sole	2026-02-17
2025-09-30	$45,241,868	137,530	+41.0%	Shares	Sole	2025-11-06
2025-06-30	$36,417,702	97,530	-26.6%	Shares	Sole	2025-08-13
2025-03-31	$45,262,665	132,930	+15.6%	Shares	Sole	2025-05-14
2024-12-31	$42,416,600	115,000	+64.7%	Shares	Sole	2025-02-13
2023-09-30	$18,104,125	69,830	+7.7%	Shares	Sole	2023-11-13
2023-06-30	$16,630,839	64,830	-52.7%	Shares	Sole	2023-08-11
2023-03-31	$30,971,590	137,000	+22.3%	Shares	Sole	2023-05-12
2022-12-31	$26,392,800	112,000	+67.6%	Shares	Sole	2023-02-14
2021-06-30	$12,785,523	66,807	-61.8%	Shares	Sole	2021-08-13
2021-03-31	$28,801,500	175,000	-1.1%	Shares	Sole	2021-05-14
2020-12-31	$27,628,866	176,904	+28.2%	Shares	Sole	2021-02-12
2020-09-30	$16,879,962	137,942	-45.0%	Shares	Sole	2020-11-13
2020-06-30	$30,030,229	250,942	+49.3%	Shares	Sole	2020-08-14
2020-03-31	$21,059,818	168,102	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.