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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 :
7 |
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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 |
|
BLDR |
Builders Firstsource Inc |
8 |
- |
$149.55 |
$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 |
- |
$112.02 |
$14,398,000 |
110,000 |
5.53% |
-2,680,000 |
-55,000 |
0.154 |
Textile Manufacturing |
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WMS |
Advanced Drainage Systems, ... |
11 |
- |
$170.85 |
$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 |
- |
$115.87 |
$11,219,000 |
99,768 |
4.31% |
-3,968,000 |
-63,200 |
0.017 |
Diversified Investments |
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GFF |
Griffon Corp |
15 |
- |
$64.15 |
$6,359,000 |
86,700 |
2.44% |
-1,260,000 |
-38,300 |
0.154 |
General Building Mate... |
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MCRI |
Monarch Casino & Resort Inc |
17 |
- |
$67.13 |
$2,068,000 |
27,582 |
0.79% |
-4,620,000 |
-69,139 |
0.151 |
Gambling/Resorts |
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XLP |
SPDR Consmr Stpls Sector |
18 |
- |
$76.95 |
$1,520,000 |
19,900 |
0.58% |
-1,001,000 |
-15,100 |
0.001 |
Closed - End Fund - E... |
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