Lodge Hill Capital, LLC: VSAT position timeline

Lodge Hill Capital, LLC held 0 VSAT 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 0 shares

   Change vs previous 13F -375,000 shares

   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).

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

2. period ended2026-03-31

   13F/A 375,000 shares

   Change vs previous 13F -350,000 shares

   3.32% of the 13F portfolio, value $17,175,000.

   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).

3. period ended2025-12-31

   13F 725,000 shares

   Change vs previous 13F -125,000 shares

   4.72% of the 13F portfolio, value $24,983,500.

   13F-HR 0001598245-26-000001 filed by Lodge Hill Capital, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 850,000 shares

   Change vs previous 13F -450,000 shares

   4.45% of the 13F portfolio, value $24,905,000.

   13F-HR 0001598245-25-000003 filed by Lodge Hill Capital, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,300,000 shares

   Change vs previous 13F not available

   4.37% of the 13F portfolio, value $18,980,000.

   13F-HR 0001085146-25-005024 filed by Lodge Hill Capital, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).