Lodge Hill Capital

Latest statistics and disclosures from Lodge Hill Capital's latest quarterly 13F-HR filing:

Companies in the Lodge Hill Capital portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 12.92 150000 NEW 321.86
Carlisle Companies (CSL) 9.13 210680 -23% 161.84
Jacobs Engineering (JEC) 8.81 366420 +83% 89.83
Norfolk Southern (NSC) 7.91 152230 +8% 194.13
Owens Corning (OC) 6.41 367455 +18% 65.12
Schlumberger (SLB) 5.65 525000 +238% 40.20
AGCO Corporation (AGCO) 5.34 258390 NEW 77.25
MasTec (MTZ) 4.53 263880 NEW 64.16
United Rentals (URI) 3.73 83515 -70% 166.77
Oshkosh Corporation (OSK) 3.35 132051 -45% 94.65
AMER (UHAL) 3.01 29900 NEW 375.82
Industries N shs - a - 2.91 115000 NEW 94.48
Brunswick Corporation (BC) 2.89 180000 +20% 59.98
Fortune Brands 2.82 161211 -61% 65.34
Fluor Corporation (FLR) 2.56 506930 NEW 18.88
Vulcan Materials Company (VMC) 2.54 65895 +8% 143.99
Alphabet Inc Class A cs 2.51 7000 +16% 1339.43
Manitowoc Co Inc/the 2.37 505000 +23% 17.50
Textron (TXT) 2.15 179730 +20% 44.60
Summit Matls Inc cl a 2.02 315500 +16% 23.90
Ball Corporation (BLL) 1.99 115000 NEW 64.67
Martin Marietta Materials (MLM) 1.81 24174 +22% 279.64
Compass Minerals International (CMP) 1.49 91400 +12% 60.96
Virgin Galactic Holdings Inc virgin galactic holdings inc 0.62 200000 NEW 11.55
Thor Industries (THO) 0.54 27000 -59% 74.30

Past 13F-HR SEC Filings by Lodge Hill Capital

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