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| Name: |
Lodge Hill Capital LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10017 |
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data |
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| Holdings
Found :
9 |
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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 |
- |
$49.97 |
$29,988,000 |
510,000 |
11.51% |
14,612,000 |
225,000 |
0.323 |
Synthetics |
|
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BC |
Brunswick Corp |
2 |
- |
$74.48 |
$27,556,000 |
285,500 |
10.58% |
9,793,000 |
101,900 |
0.364 |
Sporting Goods |
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CZR |
Caesars Entertainment Inc |
3 |
- |
$36.03 |
$24,521,000 |
560,600 |
9.41% |
8,999,000 |
229,500 |
0.261 |
N/A |
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OC |
Owens Corning |
4 |
- |
$176.58 |
$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... |
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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 &... |
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COOP |
Mr. Cooper Group Inc |
10 |
- |
$81.79 |
$12,870,000 |
165,100 |
4.94% |
4,880,000 |
42,400 |
0.179 |
Savings & Loans |
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XLI |
SPDR Industrial Sector |
13 |
- |
$121.15 |
$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 |
- |
$10.08 |
$7,020,000 |
760,600 |
2.69% |
1,517,000 |
35,600 |
0.876 |
N/A |
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