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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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10 |
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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 |
1 |
- |
$187.66 |
$20,751,000 |
124,300 |
9.14% |
920,000 |
-35,000 |
0.06 |
Home Improvement Stores |
|
|
BC |
Brunswick Corp |
2 |
- |
$81.08 |
$17,763,000 |
183,600 |
7.83% |
-6,616,000 |
-125,000 |
0.234 |
Sporting Goods |
|
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MHK |
Mohawk Industries Inc |
3 |
- |
$115.45 |
$17,078,000 |
165,000 |
7.52% |
-8,236,000 |
-130,000 |
0.232 |
Textile Manufacturing |
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WMS |
Advanced Drainage Systems, ... |
8 |
- |
$162.70 |
$14,148,000 |
100,600 |
6.23% |
-5,271,000 |
-70,000 |
0.143 |
N/A |
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OC |
Owens Corning |
10 |
- |
$168.50 |
$11,621,000 |
78,400 |
5.12% |
-3,848,000 |
-35,000 |
0.072 |
General Building Mate... |
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COOP |
Mr. Cooper Group Inc |
12 |
- |
$78.73 |
$7,990,000 |
122,700 |
3.52% |
-3,670,000 |
-95,000 |
0.133 |
Savings & Loans |
|
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DKNG |
Draftkings Inc Class A |
14 |
- |
$0.00 |
$7,579,000 |
215,000 |
3.34% |
-2,431,000 |
-125,000 |
0.049 |
N/A |
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VNT |
Vontier Corp |
16 |
- |
$41.22 |
$6,910,000 |
200,000 |
3.04% |
-6,231,000 |
-225,000 |
0.119 |
N/A |
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MCRI |
Monarch Casino & Resort Inc |
17 |
- |
$68.07 |
$6,688,000 |
96,721 |
2.95% |
-1,694,000 |
-38,248 |
0.53 |
Gambling/Resorts |
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SEAS |
Seaworld Entertainment, Inc. |
18 |
- |
$50.78 |
$5,880,000 |
111,300 |
2.59% |
-9,443,000 |
-220,000 |
0.136 |
Sporting and Park Ent... |
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