Lodge Hill Capital, LLC: VNO position timeline

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

Lodge Hill Capital, LLC held 477,200 VNO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 477,200 shares
Change vs previous 13F +52,200 shares
3.14% of the 13F portfolio, value $18,753,960.
13F-HR 0001598245-26-000004 filed by Lodge Hill Capital, LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F/A 425,000 shares
Change vs previous 13F not available
2.13% of the 13F portfolio, value $11,045,750.
13F-HR/A 0001598245-26-000003 filed by Lodge Hill Capital, LLC
Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).