Lodge Hill Capital, LLC - Q12026 Holdings

Lodge Hill Capital, LLC holds 22 stocks with a total portfolio value of $ 517.85M as of Q12026. In Q12026, Lodge Hill Capital, LLC added 5 new positions, increased stakes in 10 stocks, reduced 5 holdings, and fully exited 5 positions. The largest holding is Owens Corning New (OC), representing 7.60% of the total portfolio.