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Disclosery

Lodge Hill Capital, LLC: OSK position timeline

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

Lodge Hill Capital, LLC held 182,000 OSK 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 182,000 shares
    Change vs previous 13F -58,000 shares

    4.68% of the 13F portfolio, value $27,933,360.

    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 240,000 shares
    Change vs previous 13F +215,000 shares

    6.82% of the 13F portfolio, value $35,330,400.

    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 25,000 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,140,750.

    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).