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Disclosery

Lodge Hill Capital, LLC: BC position timeline

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

Lodge Hill Capital, LLC held 363,090 BC 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 363,090 shares
    Change vs previous 13F -42,100 shares

    5.13% of the 13F portfolio, value $30,586,702.

    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 405,190 shares
    Change vs previous 13F -40,000 shares

    5.69% of the 13F portfolio, value $29,481,624.

    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 445,190 shares
    Change vs previous 13F -50,000 shares

    6.24% of the 13F portfolio, value $33,050,906.

    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 495,190 shares
    Change vs previous 13F -20,000 shares

    5.59% of the 13F portfolio, value $31,315,816.

    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 515,190 shares
    Change vs previous 13F +26,750 shares

    6.55% of the 13F portfolio, value $28,459,096.

    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 488,440 shares
    Change vs previous 13F +89,150 shares

    6.22% of the 13F portfolio, value $26,302,494.

    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 399,290 shares
    Change vs previous 13F +149,290 shares

    7.12% of the 13F portfolio, value $25,826,077.

    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).

  8. period ended2024-09-30
    13F 250,000 shares
    Change vs previous 13F not available

    6.52% of the 13F portfolio, value $20,955,000.

    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).