Lodge Hill Capital, LLC - Q42025 Holdings

Lodge Hill Capital, LLC holds 22 stocks with a total portfolio value of $ 529.3M as of Q42025. In Q42025, Lodge Hill Capital, LLC added 7 new positions, increased stakes in 4 stocks, reduced 11 holdings, and fully exited 5 positions. The largest holding is Rocket Cos Inc (RKT), representing 8.07% of the total portfolio.