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Jon Hanlon

Lodge Hill Capital, Llc

Assets Managed
$517.852M
Holdings
22
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-2.16%(2Q avg: -3.8%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lodge Hill Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of Lodge Hill Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 517.852M in assets, with a quarterly growth rate of -2.16% and a 2-quarter average growth rate of -3.8%. The portfolio is managed by Jon Hanlon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
OC
Owens Corning
Recent Activity
Increased 14.13%
7.6%
$39.346M
363,570 shares@ $108.22 avg price
OSK
Oshkosh Corp
Recent Activity
Increased 860%
6.83%
$35.33M
240,000 shares@ $147.21 avg price
RKT
Rocket Cos Inc-class A
Recent Activity
Increased 7.94%
6.56%
$33.931M
2.381M shares@ $14.25 avg price
HRB
H&r Block Inc
Recent Activity
Increased 31.25%
6.44%
$33.327M
1.05M shares@ $31.74 avg price
BCO
Brink's Co The
Recent Activity
Decreased -7.35%
6.31%
$32.643M
315,000 shares@ $103.63 avg price
MHK
Mohawk Industries Inc
Recent Activity
Increased 7.09%
5.76%
$29.782M
302,480 shares@ $98.47 avg price
BC
Brunswick Corp
Recent Activity
Decreased -8.98%
5.7%
$29.482M
405,190 shares@ $72.76 avg price
CSL
Carlisle Cos Inc
Recent Activity
Increased 52.15%
5.64%
$29.202M
87,530 shares@ $333.63 avg price
APO
Apollo Global Management Inc
Recent Activity
Decreased -15.36%
5.34%
$27.624M
247,930 shares@ $111.43 avg price
BLDR
Builders Firstsource Inc
Recent Activity
Increased 9.91%
5.3%
$27.416M
333,000 shares@ $82.33 avg price

1-10 of 22