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Disclosery

Lodge Hill Capital, LLC: TEX position timeline

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

Lodge Hill Capital, LLC held 0 TEX shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -529,450 shares

    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).

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

  2. period ended2025-09-30
    13F 529,450 shares
    Change vs previous 13F +185,000 shares

    4.85% of the 13F portfolio, value $27,160,785.

    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).

  3. period ended2025-06-30
    13F 344,450 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $16,082,371.

    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).