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 2018 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Caterpillar (CAT) 18.76 533716 -25% 127.07
Owens Corning (OC) 12.11 995095 +84% 43.98
United Rentals (URI) 10.35 364825 +57% 102.53
Oshkosh Corporation (OSK) 7.37 434351 +17% 61.31
Deere & Company (DE) 6.40 154993 -29% 149.17
Fortune Brands 6.26 595821 -46% 37.99
Jacobs Engineering (JEC) 5.37 331800 NEW 58.46
Martin Marietta Materials (MLM) 4.63 97374 +62% 171.87
LKQ Corporation (LKQX) 3.80 578110 NEW 23.73
Vulcan Materials Company (VMC) 3.15 115154 -11% 98.80
Parker-Hannifin Corporation (PH) 2.75 66755 +167% 149.14
Compass Minerals International (CMP) 2.72 236200 +844% 41.69
Summit Matls Inc cl a 2.47 721500 NEW 12.40
NVR (NVR) 2.02 2992 +19% 2436.83
Topbuild 1.86 149061 -47% 45.00
Hldgs Inc 1.79 77315 NEW 83.74
Sherwin-Williams Company (SHW) 1.77 16230 NEW 393.47
Lennar Corporation (LEN) 1.57 145369 -41% 39.15
Cott Corp 1.44 373008 +20% 13.94
American Woodmark Corporation (AMWD) 1.40 90579 -45% 55.68
Delphi Automotive Inc international stock 1.39 81848 -37% 61.57
Ball Corporation (BLL) 0.64 50000 -88% 45.98

Past 13F-HR SEC Filings by Lodge Hill Capital

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