LODGE HILL CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MBUU | 885K | $28.72M |
 | VSAT | 850K | $24.91M |
 | DAN | 800K | $16.03M |
 | ALK | 718K | $35.73M |
 | TEX | 529K | $27.16M |
 | BC | 495K | $31.32M |
 | APO | 393K | $52.37M |
 | OC | 379K | $53.55M |
 | MHK | 372K | $48.02M |
 | PHIN | 367K | $21.11M |
 | BLDR | 328K | $39.77M |
 | MTH | 300K | $21.73M |
 | OMF | 283K | $16.00M |
 | BCO | 220K | $25.71M |
 | GFF | 145K | $11.04M |
 | CSL | 138K | $45.24M |
 | COOP | 135K | $28.38M |
 | WAB | 100K | $20.05M |
Malibu Boats, Inc.
MBUU
Shares Held
885K
Value
$28.72M
Viasat, Inc.
VSAT
Shares Held
850K
Value
$24.91M
Dana Incorporated
DAN
Shares Held
800K
Value
$16.03M
Alaska Air Group, Inc.
ALK
Shares Held
718K
Value
$35.73M
Terex Corporation
TEX
Shares Held
529K
Value
$27.16M
Brunswick Corporation
BC
Shares Held
495K
Value
$31.32M
Apollo Global Management, Inc.
APO
Shares Held
393K
Value
$52.37M
Owens Corning
OC
Shares Held
379K
Value
$53.55M
Mohawk Industries, Inc.
MHK
Shares Held
372K
Value
$48.02M
PHINIA Inc.
PHIN
Shares Held
367K
Value
$21.11M
Builders FirstSource, Inc.
BLDR
Shares Held
328K
Value
$39.77M
Meritage Homes Corporation
MTH
Shares Held
300K
Value
$21.73M
OneMain Holdings, Inc.
OMF
Shares Held
283K
Value
$16.00M
The Brink's Company
BCO
Shares Held
220K
Value
$25.71M
Griffon Corporation
GFF
Shares Held
145K
Value
$11.04M
Carlisle Companies Incorporated
CSL
Shares Held
138K
Value
$45.24M
Mr. Cooper Group Inc.
COOP
Shares Held
135K
Value
$28.38M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
100K
Value
$20.05M