Lodge Hill Capital, LLC
Top Portfolio Positions
21 positions ·
$515,072,540 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| OC |
Owens Corning
Industrials
|
363,570 | $39,345,545 | 7.64% | |
| OSK |
Oshkosh Corp
Industrials
|
240,000 | $35,330,400 | 6.86% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
2,381,150 | $33,931,387 | 6.59% | |
| HRB |
H&R Block Inc
Consumer Cyclical
|
1,050,000 | $33,327,000 | 6.47% | |
| BCO |
Brinks Co
Industrials
|
315,000 | $32,643,450 | 6.34% | |
| MHK |
Mohawk Industries Inc
Consumer Cyclical
|
302,480 | $29,782,180 | 5.78% | |
| BC |
Brunswick Corp
Consumer Cyclical
|
405,190 | $29,481,624 | 5.72% | |
| CSL |
Carlisle Companies Inc
Industrials
|
87,530 | $29,201,758 | 5.67% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
247,930 | $27,624,360 | 5.36% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
333,000 | $27,415,890 | 5.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DAN
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,190,000 | 600,000 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $21,384,000 | 900,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,032,000 | 800,000 | Shares | Sole | 2025-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||