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Disclosery

Lodge Hill Capital, LLC: BDX position timeline

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

Lodge Hill Capital, LLC held 0 BDX shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -128,530 shares

    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).

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

  2. period ended2025-06-30
    13F 128,530 shares
    Change vs previous 13F -47,270 shares

    5.1% of the 13F portfolio, value $22,139,293.

    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).

  3. period ended2025-03-31
    13F 175,800 shares
    Change vs previous 13F +18,900 shares

    9.52% of the 13F portfolio, value $40,268,748.

    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).

  4. period ended2024-12-31
    13F 156,900 shares
    Change vs previous 13F not available

    9.81% of the 13F portfolio, value $35,595,903.

    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).