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Disclosery

Lodge Hill Capital, LLC: MBUU position timeline

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

Lodge Hill Capital, LLC held 926,014 MBUU 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 926,014 shares
    Change vs previous 13F +21,000 shares

    4.26% of the 13F portfolio, value $25,400,564.

    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 905,014 shares
    Change vs previous 13F 0 shares

    4.53% of the 13F portfolio, value $23,457,963.

    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 905,014 shares
    Change vs previous 13F +20,000 shares

    4.82% of the 13F portfolio, value $25,530,445.

    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 885,014 shares
    Change vs previous 13F +100,000 shares

    5.13% of the 13F portfolio, value $28,718,704.

    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 785,014 shares
    Change vs previous 13F +132,340 shares

    5.67% of the 13F portfolio, value $24,602,339.

    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 652,674 shares
    Change vs previous 13F +122,160 shares

    4.74% of the 13F portfolio, value $20,024,038.

    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 530,514 shares
    Change vs previous 13F +226,650 shares

    5.5% of the 13F portfolio, value $19,942,021.

    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 303,864 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $11,792,962.

    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).