Position in MHK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,694,526
-$11,087,654 QoQ
Shares Held
154,080
-49.1% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
3.14%
of 13F equity value
Holder Rank
#51
of 490 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MHK Over Time
Shares Held
Position Value (USD)
Derivatives in MHK
reported options exposure · as of Jun 30, 2023CallValue
$20,632,000
CallShares
200,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Lodge Hill Capital, LLC holds $18,694,526 across 1 Furnishings, Fixtures & Appliances name. MHK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHK |
Mohawk Industries Inc
This page
|
154,080 | $18,694,526 |
All Filings in MHK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,694,526 | 154,080 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $29,782,180 | 302,480 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $30,875,064 | 282,480 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $48,020,121 | 372,480 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $41,671,803 | 397,480 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $29,375,088 | 257,270 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $30,761,748 | 258,220 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,194,680 | 51,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $25,557,750 | 225,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,397,900 | 110,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,077,500 | 165,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $25,313,950 | 295,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,632,000 | 200,000 | Call | Sole | 2023-08-11 | |
| 2023-06-30 | $25,790,000 | 250,000 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||