Skip to content
Disclosery

Lodge Hill Capital, LLC: DAN position timeline

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

Lodge Hill Capital, LLC held 599,500 DAN 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 599,500 shares
    Change vs previous 13F -500 shares

    2.74% of the 13F portfolio, value $16,312,395.

    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 600,000 shares
    Change vs previous 13F -300,000 shares

    3.9% of the 13F portfolio, value $20,190,000.

    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 900,000 shares
    Change vs previous 13F +100,000 shares

    4.04% of the 13F portfolio, value $21,384,000.

    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 800,000 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $16,032,000.

    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).