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Disclosery

Lodge Hill Capital, LLC: APO position timeline

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

Lodge Hill Capital, LLC held 161,030 APO 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 161,030 shares
    Change vs previous 13F -86,900 shares

    3.19% of the 13F portfolio, value $19,051,459.

    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 247,930 shares
    Change vs previous 13F -45,000 shares

    5.33% of the 13F portfolio, value $27,624,361.

    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 292,930 shares
    Change vs previous 13F -100,000 shares

    8.01% of the 13F portfolio, value $42,404,547.

    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 392,930 shares
    Change vs previous 13F +110,000 shares

    9.35% of the 13F portfolio, value $52,365,781.

    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 282,930 shares
    Change vs previous 13F +157,740 shares

    9.24% of the 13F portfolio, value $40,139,279.

    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 125,190 shares
    Change vs previous 13F +125,190 shares

    4.05% of the 13F portfolio, value $17,143,519.

    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).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -169,268 shares

    13F-HR 0001085146-25-001332 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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 169,268 shares
    Change vs previous 13F not available

    6.58% of the 13F portfolio, value $21,143,266.

    13F-HR 0001085146-24-005650 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).