Lodge Hill Capital, LLC - Portfolio Stock Holdings

Lodge Hill Capital, LLC disclosed 31 stock positions in a recent SEC 13F filing. $596,362,064 of stock holdings were filed, with the largest holdings including OC, NDSN, and RKT. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $768,257,120 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.