0001085146-24-002470.txt : 20240514
0001085146-24-002470.hdr.sgml : 20240514
20240514162952
ACCESSION NUMBER: 0001085146-24-002470
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240514
DATE AS OF CHANGE: 20240514
EFFECTIVENESS DATE: 20240514
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: 24944878
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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03-31-2024
03-31-2024
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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
05-14-2024
0
19
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INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ADVANCED DRAIN SYS INC DEL
COM
00790R104
BBG001SH4LQ0
12349608
71700
SH
SOLE
71700
0
0
APOLLO GLOBAL MGMT INC
COM
03769M106
BBG00ZNLTFL2
11218912
99768
SH
SOLE
99768
0
0
ARCH RESOURCES INC
CL A
03940R107
BBG00DZB5DD0
21079569
131100
SH
SOLE
131100
0
0
BP PLC
SPONSORED ADR
055622104
BBG001S5W4F5
17898000
475000
SH
SOLE
475000
0
0
BRUNSWICK CORP
COM
117043109
BBG001S5P294
27556460
285500
SH
SOLE
285500
0
0
BUILDERS FIRSTSOURCE INC
COM
12008R107
BBG001S9CFC7
15703815
75300
SH
SOLE
75300
0
0
CAESARS ENTERTAINMENT INC NE
COM
12769G100
BBG0074Q3NL5
24520644
560600
SH
SOLE
560600
0
0
GRIFFON CORP
COM
398433102
BBG001S7M3Z2
6358578
86700
SH
SOLE
86700
0
0
MOHAWK INDS INC
COM
608190104
BBG001SBGSZ5
14397900
110000
SH
SOLE
110000
0
0
MONARCH CASINO & RESORT INC
COM
609027107
BBG001S7DVP1
2068374
27582
SH
SOLE
27582
0
0
MR COOPER GROUP INC
COM
62482R107
BBG002V09956
12869545
165100
SH
SOLE
165100
0
0
NOV INC
COM
62955J103
BBG001S6HFR2
17888128
916400
SH
SOLE
916400
0
0
OLIN CORP
COM PAR $1
680665205
BBG001S5TWW8
29988000
510000
SH
SOLE
510000
0
0
OWENS CORNING NEW
COM
690742101
BBG001SQ7PD2
24052560
144200
SH
SOLE
144200
0
0
SELECT SECTOR SPDR TR
INDL
81369Y704
BBG001S7T232
10605832
84200
SH
SOLE
84200
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
BBG001S7T107
1519564
19900
SH
SOLE
19900
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
BBG001S7SCQ6
3471655
23500
SH
SOLE
23500
0
0
SELECT WATER SOLUTIONS INC
CL A COM
81617J301
BBG00G4Y2F27
7020338
760600
SH
SOLE
760600
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
156921000
300000
SH
Put
SOLE
300000
0
0