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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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4 |
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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 |
|
ARCH |
Arch Resources |
9 |
New |
$28.45 |
$14,105,000 |
85,000 |
6.21% |
14,105,000 |
85,000 |
0.465 |
Industrial Metals & M... |
|
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GFF |
Griffon Corp |
13 |
New |
$68.27 |
$7,619,000 |
125,000 |
3.36% |
7,619,000 |
125,000 |
0.223 |
General Building Mate... |
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DOOR |
Masonite International (USA) |
15 |
New |
$131.61 |
$7,196,000 |
85,000 |
3.17% |
7,196,000 |
85,000 |
0.347 |
Lumber,Wood Production |
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XLP |
SPDR Consmr Stpls Sector |
21 |
New |
$75.59 |
$2,521,000 |
35,000 |
1.11% |
2,521,000 |
35,000 |
0.002 |
Closed - End Fund - E... |
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