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Disclosery

Lodge Hill Capital, LLC: MHK position timeline

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

Lodge Hill Capital, LLC held 154,080 MHK 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 154,080 shares
    Change vs previous 13F -148,400 shares

    3.13% of the 13F portfolio, value $18,694,526.

    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 302,480 shares
    Change vs previous 13F +20,000 shares

    5.75% of the 13F portfolio, value $29,782,181.

    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 282,480 shares
    Change vs previous 13F -90,000 shares

    5.83% of the 13F portfolio, value $30,875,064.

    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 372,480 shares
    Change vs previous 13F -25,000 shares

    8.58% of the 13F portfolio, value $48,020,122.

    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 397,480 shares
    Change vs previous 13F +140,210 shares

    9.6% of the 13F portfolio, value $41,671,803.

    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 257,270 shares
    Change vs previous 13F -950 shares

    6.95% of the 13F portfolio, value $29,375,089.

    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 258,220 shares
    Change vs previous 13F +207,220 shares

    8.48% of the 13F portfolio, value $30,761,749.

    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 51,000 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $8,194,680.

    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).