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Disclosery

Lodge Hill Capital, LLC: BCO position timeline

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

Lodge Hill Capital, LLC held 370,007 BCO 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 370,007 shares
    Change vs previous 13F +55,007 shares

    5.86% of the 13F portfolio, value $34,961,961.

    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 315,000 shares
    Change vs previous 13F -25,000 shares

    6.3% of the 13F portfolio, value $32,643,450.

    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 340,000 shares
    Change vs previous 13F +120,000 shares

    7.5% of the 13F portfolio, value $39,688,200.

    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 220,000 shares
    Change vs previous 13F -5,000 shares

    4.59% of the 13F portfolio, value $25,709,200.

    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 225,000 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $20,090,250.

    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).