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Disclosery

Lodge Hill Capital, LLC: ALK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lodge Hill Capital, LLC on ALK, newest first. How the timeline and the estimate are built.

Lodge Hill Capital, LLC held 266,300 ALK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,300 shares
    Change vs previous 13F -241,500 shares

    2.33% of the 13F portfolio, value $13,900,860.

    13F-HR 0001598245-26-000004 filed by Lodge Hill Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 507,800 shares
    Change vs previous 13F +125,000 shares

    3.61% of the 13F portfolio, value $18,676,884.

    13F-HR/A 0001598245-26-000003 filed by Lodge Hill Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 382,800 shares
    Change vs previous 13F -335,000 shares

    3.64% of the 13F portfolio, value $19,254,840.

    13F-HR 0001598245-26-000001 filed by Lodge Hill Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 717,800 shares
    Change vs previous 13F +225,000 shares

    6.38% of the 13F portfolio, value $35,732,084.

    13F-HR 0001598245-25-000003 filed by Lodge Hill Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 492,800 shares
    Change vs previous 13F +187,920 shares

    5.61% of the 13F portfolio, value $24,383,744.

    13F-HR 0001085146-25-005024 filed by Lodge Hill Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 304,880 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $15,006,194.

    13F-HR 0001085146-25-003143 filed by Lodge Hill Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).