0001085146-24-001221.txt : 20240213
0001085146-24-001221.hdr.sgml : 20240213
20240213160133
ACCESSION NUMBER: 0001085146-24-001221
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240213
DATE AS OF CHANGE: 20240213
EFFECTIVENESS DATE: 20240213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Lodge Hill Capital, LLC
CENTRAL INDEX KEY: 0001598245
ORGANIZATION NAME:
IRS NUMBER: 453264814
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15885
FILM NUMBER: 24625535
BUSINESS ADDRESS:
STREET 1: 437 MADISON AVENUE
STREET 2: 34TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 212-714-7845
MAIL ADDRESS:
STREET 1: 437 MADISON AVENUE
STREET 2: 34TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
13F-HR
1
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12-31-2023
12-31-2023
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Lodge Hill Capital, LLC
437 MADISON AVENUE
34TH FLOOR
NEW YORK
NY
10022
13F HOLDINGS REPORT
028-15885
000165973
801-77377
N
Jon Hanlon
CFO
212-714-7845
/s/ Jon Hanlon
New York
NY
02-13-2024
0
21
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false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ADVANCED DRAIN SYS INC DEL
COM
00790R104
BBG001SH4LQ0
14148384
100600
SH
SOLE
100600
0
0
APOLLO GLOBAL MGMT INC
COM
03769M106
BBG00ZNLTFL2
15186988
162968
SH
SOLE
162968
0
0
ARCH RESOURCES INC
CL A
03940R107
BBG00DZB5DD0
14104900
85000
SH
SOLE
85000
0
0
BRUNSWICK CORP
COM
117043109
BBG001S5P294
17763300
183600
SH
SOLE
183600
0
0
BUILDERS FIRSTSOURCE INC
COM
12008R107
BBG001S9CFC7
20750642
124300
SH
SOLE
124300
0
0
CAESARS ENTERTAINMENT INC NE
COM
12769G100
BBG0074Q3NL5
15521968
331100
SH
SOLE
331100
0
0
CALLON PETE CO DEL
COM
13123X508
BBG001SB5DH0
8910000
275000
SH
SOLE
275000
0
0
DRAFTKINGS INC NEW
COM CL A
26142V105
BBG0134WCMB3
7578750
215000
SH
SOLE
215000
0
0
GRIFFON CORP
COM
398433102
BBG001S7M3Z2
7618750
125000
SH
SOLE
125000
0
0
MASONITE INTL CORP
COM
575385109
BBG001T51RT2
7196100
85000
SH
SOLE
85000
0
0
MOHAWK INDS INC
COM
608190104
BBG001SBGSZ5
17077500
165000
SH
SOLE
165000
0
0
MONARCH CASINO & RESORT INC
COM
609027107
BBG001S7DVP1
6688257
96721
SH
SOLE
96721
0
0
MR COOPER GROUP INC
COM
62482R107
BBG002V09956
7990224
122700
SH
SOLE
122700
0
0
NOV INC
COM
62955J103
BBG001S6HFR2
14196000
700000
SH
SOLE
700000
0
0
OLIN CORP
COM PAR $1
680665205
BBG001S5TWW8
15375750
285000
SH
SOLE
285000
0
0
OWENS CORNING NEW
COM
690742101
BBG001SQ7PD2
11621232
78400
SH
SOLE
78400
0
0
SEAWORLD ENTMT INC
COM
81282V100
BBG003RY97L1
5879979
111300
SH
SOLE
111300
0
0
SELECT SECTOR SPDR TR
INDL
81369Y704
BBG001S7T232
4445610
39000
SH
SOLE
39000
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
BBG001S7T107
2521050
35000
SH
SOLE
35000
0
0
SELECT WATER SOLUTIONS INC
CL A COM
81617J301
BBG00G4Y2F27
5502750
725000
SH
SOLE
725000
0
0
VONTIER CORPORATION
COM
928881101
BBG00RRGSKH2
6910000
200000
SH
SOLE
200000
0
0