Long-term investor
Lodge Hill Capital, LLC @lodgehillcapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001598245).
Record
- Tracked since 2025-12-31 (261 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.8%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- OC · 9.0% · long · since 2025-12-31
- NDSN · 6.3% · long · since 2026-06-30
- RKT · 6.3% · long · since 2025-12-31
- CSL · 6.2% · long · since 2025-12-31
- BCO · 5.9% · long · since 2025-12-31
- BC · 5.1% · long · since 2025-12-31
- TKR · 4.9% · long · since 2026-06-30
- OSK · 4.7% · long · since 2025-12-31
- MBUU · 4.3% · long · since 2025-12-31
- BLDR · 4.1% · long · since 2025-12-31
- PATK · 3.8% · long · since 2025-12-31
- HRB · 3.6% · long · since 2025-12-31