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Disclosery

Lodge Hill Capital, LLC: CSL position timeline

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

Lodge Hill Capital, LLC held 102,730 CSL 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 102,730 shares
    Change vs previous 13F +15,200 shares

    6.25% of the 13F portfolio, value $37,265,307.

    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 87,530 shares
    Change vs previous 13F +30,000 shares

    5.64% of the 13F portfolio, value $29,201,759.

    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 57,530 shares
    Change vs previous 13F -80,000 shares

    3.48% of the 13F portfolio, value $18,401,546.

    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 137,530 shares
    Change vs previous 13F +40,000 shares

    8.08% of the 13F portfolio, value $45,241,869.

    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 97,530 shares
    Change vs previous 13F -35,400 shares

    8.39% of the 13F portfolio, value $36,417,702.

    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 132,930 shares
    Change vs previous 13F +17,930 shares

    10.71% of the 13F portfolio, value $45,262,665.

    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 115,000 shares
    Change vs previous 13F not available

    11.69% of the 13F portfolio, value $42,416,600.

    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).