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Disclosery

Lodge Hill Capital, LLC: OC position timeline

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

Lodge Hill Capital, LLC held 337,870 OC 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 337,870 shares
    Change vs previous 13F -25,700 shares

    9.01% of the 13F portfolio, value $53,707,815.

    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 363,570 shares
    Change vs previous 13F +45,000 shares

    7.6% of the 13F portfolio, value $39,345,545.

    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 318,570 shares
    Change vs previous 13F -60,000 shares

    6.74% of the 13F portfolio, value $35,651,169.

    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 378,570 shares
    Change vs previous 13F +140,000 shares

    9.57% of the 13F portfolio, value $53,552,512.

    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 238,570 shares
    Change vs previous 13F +88,240 shares

    7.55% of the 13F portfolio, value $32,808,146.

    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 150,330 shares
    Change vs previous 13F +43,120 shares

    5.08% of the 13F portfolio, value $21,470,131.

    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 107,210 shares
    Change vs previous 13F -9,490 shares

    5.03% of the 13F portfolio, value $18,260,007.

    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 116,700 shares
    Change vs previous 13F not available

    6.41% of the 13F portfolio, value $20,599,884.

    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).