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Disclosery

Lodge Hill Capital, LLC: MTH position timeline

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

Lodge Hill Capital, LLC held 227,600 MTH 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 227,600 shares
    Change vs previous 13F -7,400 shares

    3.2% of the 13F portfolio, value $19,084,260.

    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 235,000 shares
    Change vs previous 13F +35,000 shares

    2.81% of the 13F portfolio, value $14,532,400.

    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 200,000 shares
    Change vs previous 13F -100,000 shares

    2.49% of the 13F portfolio, value $13,160,000.

    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 300,000 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $21,729,000.

    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).