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| Lodge Hill Capital LLC
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| CRD # | 165973 |
| SEC # | 801-77377 |
| CIK # | 0001598245 |
| AUM | $650.0 M (2025-03-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 212-714-7840 |
| Address | 437 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| WMI Holdings Corp | 44.7 | ||
| Mohawk Industries Inc | 41.7 | ||
| Apollo Global Management Inc | 40.1 | ||
| Carlisle Companies Inc | 36.4 | ||
| Builders Firstsource Inc | 33.6 | ||
| Owens Corning | 32.8 | ||
| Brunswick Corp | 28.5 | ||
| Malibu Boats Inc | 24.6 | ||
| Alaska Air Group Inc | 24.4 | ||
| Becton Dickinson & Co | 22.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Lodge Hill Cayman Fund Limited | 2016-03-24 | 56.1 | |
| HF | Lodge Hill Master Fund LP | [2012-11-13] | 344.0 | 564.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 650.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 650.0 |
| By Discretionary | ||
| Discretionary | 5 | 650.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 650.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 650.0 | |
| United States Persons | 0.0 | |
| Total | 5 | 650.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Lodge Hill Capital LLC | 2 | ||
| Lodge Hill GP LLC | 1 | ||
| Clint Murray | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001598245] |
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