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Disclosery

Lodge Hill Capital, LLC: PHIN position timeline

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

Lodge Hill Capital, LLC held 0 PHIN 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 -432,330 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 432,330 shares
    Change vs previous 13F +65,000 shares

    5.12% of the 13F portfolio, value $27,102,768.

    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 367,330 shares
    Change vs previous 13F +100,000 shares

    3.77% of the 13F portfolio, value $21,114,128.

    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 267,330 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $11,893,512.

    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).