Lodge Hill Capital

Lodge Hill Capital as of Dec. 31, 2013

Portfolio Holdings for Lodge Hill Capital

Lodge Hill Capital holds 26 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pitney Bowes (PBI) 8.2 $23M 1.0M 23.30
iShares MSCI Emerging Markets Indx (EEM) 7.4 $21M 500k 41.80
Martin Marietta Materials (MLM) 7.3 $21M 208k 99.94
Mueller Industries (MLI) 7.1 $20M 320k 63.01
SanDisk Corporation 6.5 $18M 260k 70.54
Lincoln Electric Holdings (LECO) 5.8 $16M 230k 71.34
WABCO Holdings 5.2 $15M 160k 93.41
Xerox Corporation 4.7 $13M 1.1M 12.17
WESCO International (WCC) 4.0 $12M 126k 91.07
American Airls (AAL) 3.7 $11M 420k 25.25
NVR (NVR) 3.7 $11M 10k 1026.02
Dillard's (DDS) 3.6 $10M 104k 97.21
Manitowoc Company 3.3 $9.3M 400k 23.32
Lennox International (LII) 3.2 $9.1M 107k 85.06
Lumber Liquidators Holdings (LL) 3.0 $8.4M 82k 102.89
Whirlpool Corporation (WHR) 3.0 $8.4M 54k 156.86
Eaton (ETN) 2.7 $7.6M 100k 76.12
Reliance Steel & Aluminum (RS) 2.7 $7.6M 100k 75.84
Foster Wheeler Ltd Com Stk 2.5 $7.2M 217k 33.00
Fossil (FOSL) 2.3 $6.6M 55k 119.95
Cabela's Incorporated 2.3 $6.5M 98k 66.66
Navistar International Corporation 2.2 $6.2M 162k 38.19
Outerwall 2.0 $5.7M 85k 67.27
Fairway Group Holdings 1.7 $4.7M 260k 18.16
Chico's FAS 1.0 $2.9M 155k 18.84
Crocs (CROX) 0.9 $2.7M 170k 15.92