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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
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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 |
|
CZR |
Caesars Entertainment Inc |
4 |
- |
$36.61 |
$15,522,000 |
331,100 |
6.84% |
1,334,000 |
25,000 |
0.154 |
N/A |
|
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OLN |
Olin Corp |
5 |
- |
$53.48 |
$15,376,000 |
285,000 |
6.77% |
5,130,000 |
80,000 |
0.181 |
Synthetics |
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APO |
Apollo Global Management LLC |
6 |
- |
$112.22 |
$15,187,000 |
162,968 |
6.69% |
7,291,000 |
75,000 |
0.027 |
Diversified Investments |
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NOV |
NOV Inc |
7 |
- |
$13.73 |
$14,196,000 |
700,000 |
6.25% |
1,656,000 |
100,000 |
0.18 |
Oil & Gas Equipment &... |
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CPE |
Callon Petroleum Co |
11 |
- |
$35.76 |
$8,910,000 |
275,000 |
3.93% |
-1,652,000 |
5,000 |
0.448 |
Independent Oil & Gas |
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WTTR |
Select Energy Services Inc |
19 |
- |
$9.48 |
$5,503,000 |
725,000 |
2.42% |
1,130,000 |
175,000 |
0.835 |
N/A |
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XLI |
SPDR Industrial Sector |
20 |
- |
$122.66 |
$4,446,000 |
39,000 |
1.96% |
2,570,000 |
20,500 |
0.002 |
Closed - End Fund - E... |
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