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Disclosery

Lodge Hill Capital, LLC: OMF position timeline

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

Lodge Hill Capital, LLC held 0 OMF shares at 2026-03-31 per its 13F-HR/A filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -278,300 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 278,300 shares
    Change vs previous 13F -5,000 shares

    3.55% of the 13F portfolio, value $18,799,165.

    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).

  3. period ended2025-09-30
    13F 283,300 shares
    Change vs previous 13F +15,000 shares

    2.86% of the 13F portfolio, value $15,995,118.

    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).

  4. period ended2025-06-30
    13F 268,300 shares
    Change vs previous 13F -41,400 shares

    3.52% of the 13F portfolio, value $15,293,100.

    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).

  5. period ended2025-03-31
    13F 309,700 shares
    Change vs previous 13F -75,960 shares

    3.58% of the 13F portfolio, value $15,138,136.

    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).

  6. period ended2024-12-31
    13F 385,660 shares
    Change vs previous 13F -5,340 shares

    5.54% of the 13F portfolio, value $20,104,456.

    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).

  7. period ended2024-09-30
    13F 391,000 shares
    Change vs previous 13F not available

    5.73% of the 13F portfolio, value $18,404,370.

    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).