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| Name: |
Lodge Hill Capital LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10017 |
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| Holdings
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23 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
OLN |
Olin Corp |
1 |
- |
$55.83 |
$29,988,000 |
510,000 |
11.51% |
14,612,000 |
225,000 |
0.323 |
Synthetics |
|
|
BC |
Brunswick Corp |
2 |
- |
$80.93 |
$27,556,000 |
285,500 |
10.58% |
9,793,000 |
101,900 |
0.364 |
Sporting Goods |
|
|
CZR |
Caesars Entertainment Inc |
3 |
- |
$35.59 |
$24,521,000 |
560,600 |
9.41% |
8,999,000 |
229,500 |
0.261 |
N/A |
|
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OC |
Owens Corning |
4 |
- |
$178.51 |
$24,053,000 |
144,200 |
9.23% |
12,432,000 |
65,800 |
0.133 |
General Building Mate... |
|
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ARCH |
Arch Resources |
5 |
- |
$28.45 |
$21,080,000 |
131,100 |
8.09% |
6,975,000 |
46,100 |
0.717 |
Industrial Metals & M... |
|
|
BP |
BP Plc (ADR) |
6 |
New |
$37.06 |
$17,898,000 |
475,000 |
6.87% |
17,898,000 |
475,000 |
0.014 |
Integrated Oil & Gas |
|
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NOV |
NOV Inc |
7 |
- |
$13.73 |
$17,888,000 |
916,400 |
6.86% |
3,692,000 |
216,400 |
0.232 |
Oil & Gas Equipment &... |
|
|
BLDR |
Builders Firstsource Inc |
8 |
- |
$167.94 |
$15,704,000 |
75,300 |
6.03% |
-5,047,000 |
-49,000 |
0.036 |
Home Improvement Stores |
|
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MHK |
Mohawk Industries Inc |
9 |
- |
$119.56 |
$14,398,000 |
110,000 |
5.53% |
-2,680,000 |
-55,000 |
0.154 |
Textile Manufacturing |
|
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COOP |
Mr. Cooper Group Inc |
10 |
- |
$84.75 |
$12,870,000 |
165,100 |
4.94% |
4,880,000 |
42,400 |
0.179 |
Savings & Loans |
|
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WMS |
Advanced Drainage Systems, ... |
11 |
- |
$179.24 |
$12,350,000 |
71,700 |
4.74% |
-1,798,000 |
-28,900 |
0.102 |
N/A |
|
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APO |
Apollo Global Management LLC |
12 |
- |
$114.70 |
$11,219,000 |
99,768 |
4.31% |
-3,968,000 |
-63,200 |
0.017 |
Diversified Investments |
|
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XLI |
SPDR Industrial Sector |
13 |
- |
$125.16 |
$10,606,000 |
84,200 |
4.07% |
6,160,000 |
45,200 |
0.005 |
Closed - End Fund - E... |
|
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WTTR |
Select Energy Services Inc |
14 |
- |
$10.77 |
$7,020,000 |
760,600 |
2.69% |
1,517,000 |
35,600 |
0.876 |
N/A |
|
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GFF |
Griffon Corp |
15 |
- |
$67.85 |
$6,359,000 |
86,700 |
2.44% |
-1,260,000 |
-38,300 |
0.154 |
General Building Mate... |
|
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XLV |
SPDR Select Sector Health |
16 |
New |
$146.25 |
$3,472,000 |
23,500 |
1.33% |
3,472,000 |
23,500 |
0.001 |
Closed - End Fund - E... |
|
|
MCRI |
Monarch Casino & Resort Inc |
17 |
- |
$67.02 |
$2,068,000 |
27,582 |
0.79% |
-4,620,000 |
-69,139 |
0.151 |
Gambling/Resorts |
|
|
XLP |
SPDR Consmr Stpls Sector |
18 |
- |
$78.13 |
$1,520,000 |
19,900 |
0.58% |
-1,001,000 |
-15,100 |
0.001 |
Closed - End Fund - E... |
|
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DKNG |
Draftkings Inc Class A |
19 |
Closed |
$0.00 |
$0 |
0 |
0% |
-7,579,000 |
-215,000 |
0 |
N/A |
|
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CPE |
Callon Petroleum Co |
23 |
Closed |
$35.76 |
$0 |
0 |
0% |
-8,910,000 |
-275,000 |
0 |
Independent Oil & Gas |
|
|
DOOR |
Masonite International (USA) |
21 |
Closed |
$132.84 |
$0 |
0 |
0% |
-7,196,000 |
-85,000 |
0 |
Lumber,Wood Production |
|
|
VNT |
Vontier Corp |
22 |
Closed |
$40.51 |
$0 |
0 |
0% |
-6,910,000 |
-200,000 |
0 |
N/A |
|
|
SEAS |
Seaworld Entertainment, Inc. |
20 |
Closed |
$52.79 |
$0 |
0 |
0% |
-5,880,000 |
-111,300 |
0 |
Sporting and Park Ent... |
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