0001085146-22-000927.txt : 20220214
0001085146-22-000927.hdr.sgml : 20220214
20220214090559
ACCESSION NUMBER: 0001085146-22-000927
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220214
DATE AS OF CHANGE: 20220214
EFFECTIVENESS DATE: 20220214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Lodge Hill Capital, LLC
CENTRAL INDEX KEY: 0001598245
IRS NUMBER: 453264814
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15885
FILM NUMBER: 22625943
BUSINESS ADDRESS:
STREET 1: 437 MADISON AVENUE
STREET 2: 34TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 212-714-7841
MAIL ADDRESS:
STREET 1: 437 MADISON AVENUE
STREET 2: 34TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
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0001598245
XXXXXXXX
12-31-2021
12-31-2021
false
Lodge Hill Capital, LLC
437 MADISON AVENUE
34TH FLOOR
NEW YORK
NY
10022
13F HOLDINGS REPORT
028-15885
N
Jon Hanlon
CFO
212-714-7845
/s/ Jon Hanlon
New York
NY
02-14-2022
0
30
446142
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALLISON TRANSMISSION HLDGS I
COM
01973R101
20901
575000
SH
SOLE
575000
0
0
APOLLO GLOBAL MGMT INC
COM CL A
03768E105
12166
167968
SH
SOLE
167968
0
0
APOLLO GLOBAL MGMT INC
COM CL A
03768E105
21729
300000
SH
Call
SOLE
300000
0
0
BLOCK H & R INC
COM
093671105
16492
700000
SH
SOLE
700000
0
0
BOOKING HOLDINGS INC
COM
09857L108
17994
7500
SH
SOLE
7500
0
0
BORGWARNER INC
COM
099724106
15324
340000
SH
SOLE
340000
0
0
BRUNSWICK CORP
COM
117043109
15110
150000
SH
SOLE
150000
0
0
CURO GROUP HOLDINGS CORP
COM
23131L107
10066
628738
SH
SOLE
628738
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
7034
180000
SH
SOLE
180000
0
0
EASTMAN CHEM CO
COM
277432100
12696
105000
SH
SOLE
105000
0
0
FMC CORP
COM NEW
302491303
6901
62800
SH
SOLE
62800
0
0
FORD MTR CO DEL
COM
345370860
6854
330000
SH
SOLE
330000
0
0
FORD MTR CO DEL
COM
345370860
10385
500000
SH
Call
SOLE
500000
0
0
GENERAL DYNAMICS CORP
COM
369550108
21264
102000
SH
SOLE
102000
0
0
HENRY SCHEIN INC
COM
806407102
15506
200000
SH
SOLE
200000
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
44490
200000
SH
Call
SOLE
200000
0
0
KIRBY CORP
COM
497266106
11191
188339
SH
SOLE
188339
0
0
LENNAR CORP
CL A
526057104
6970
60000
SH
SOLE
60000
0
0
MONARCH CASINO & RESORT INC
COM
609027107
15423
208561
SH
SOLE
208561
0
0
OSHKOSH CORP
COM
688239201
6776
60122
SH
SOLE
60122
0
0
OWENS CORNING NEW
COM
690742101
18553
205000
SH
SOLE
205000
0
0
PATTERSON COS INC
COM
703395103
11887
405000
SH
SOLE
405000
0
0
RELIANCE STEEL & ALUMINUM CO
COM
759509102
24491
150973
SH
SOLE
150973
0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
13888
320000
SH
SOLE
320000
0
0
SCHLUMBERGER LTD
COM STK
806857108
11231
375000
SH
SOLE
375000
0
0
SENSATA TECHNOLOGIES HLDG PL
SHS
G8060N102
12646
205000
SH
SOLE
205000
0
0
TRANSDIGM GROUP INC
COM
893641100
21952
34500
SH
SOLE
34500
0
0
UNITED STATES STL CORP NEW
COM
912909108
11310
475000
SH
SOLE
475000
0
0
VONTIER CORPORATION
COM
928881101
11753
382460
SH
SOLE
382460
0
0
WESCO INTL INC
COM
95082P105
13159
100000
SH
SOLE
100000
0
0