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Disclosery

Lodge Hill Capital, LLC: BLDR position timeline

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

Lodge Hill Capital, LLC held 271,700 BLDR 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 271,700 shares
    Change vs previous 13F -61,300 shares

    4.08% of the 13F portfolio, value $24,311,716.

    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 333,000 shares
    Change vs previous 13F +30,000 shares

    5.29% of the 13F portfolio, value $27,415,890.

    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 303,000 shares
    Change vs previous 13F -25,000 shares

    5.89% of the 13F portfolio, value $31,175,670.

    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 328,000 shares
    Change vs previous 13F +40,000 shares

    7.1% of the 13F portfolio, value $39,770,000.

    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 288,000 shares
    Change vs previous 13F +96,120 shares

    7.74% of the 13F portfolio, value $33,606,720.

    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 191,880 shares
    Change vs previous 13F -67,350 shares

    5.67% of the 13F portfolio, value $23,973,487.

    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 259,230 shares
    Change vs previous 13F +166,930 shares

    10.21% of the 13F portfolio, value $37,051,744.

    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 92,300 shares
    Change vs previous 13F not available

    5.57% of the 13F portfolio, value $17,893,278.

    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).