Lodge Hill Capital, LLC — 13F holdings

Lodge Hill Capital, LLC reported 27 holdings worth $596M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. OC OWENS CORNING NEW — $53.7M (9.0%)
  2. NDSN NORDSON CORP — $37.7M (6.3%)
  3. RKT ROCKET COS INC — $37.3M (6.3%)
  4. CSL CARLISLE COS INC — $37.3M (6.2%)
  5. BCO BRINKS CO — $35.0M (5.9%)
  6. BC BRUNSWICK CORP — $30.6M (5.1%)
  7. TKR TIMKEN CO — $29.1M (4.9%)
  8. OSK OSHKOSH CORP — $27.9M (4.7%)
  9. MBUU MALIBU BOATS INC — $25.4M (4.3%)
  10. BLDR BUILDERS FIRSTSOURCE INC — $24.3M (4.1%)