LODGE HILL CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RKT | 2.21M | $42.71M |
 | MBUU | 905K | $25.53M |
 | DAN | 900K | $21.38M |
 | HRB | 800K | $34.86M |
 | VSAT | 725K | $24.98M |
 | BC | 445K | $33.05M |
 | PHIN | 432K | $27.10M |
 | ALK | 383K | $19.25M |
 | AMRZ | 350K | $18.93M |
 | BCO | 340K | $39.69M |
 | OC | 319K | $35.65M |
 | BLDR | 303K | $31.18M |
 | APO | 293K | $42.40M |
 | APTV | 285K | $21.69M |
 | MHK | 282K | $30.88M |
 | OMF | 278K | $18.80M |
 | GTX | 250K | $4.36M |
 | MTH | 200K | $13.16M |
 | PATK | 180K | $19.52M |
 | CSL | 58K | $18.40M |
Rocket Companies, Inc.
RKT
Shares Held
2.21M
Value
$42.71M
Malibu Boats, Inc.
MBUU
Shares Held
905K
Value
$25.53M
Dana Incorporated
DAN
Shares Held
900K
Value
$21.38M
H&R Block, Inc.
HRB
Shares Held
800K
Value
$34.86M
Viasat, Inc.
VSAT
Shares Held
725K
Value
$24.98M
Brunswick Corporation
BC
Shares Held
445K
Value
$33.05M
PHINIA Inc.
PHIN
Shares Held
432K
Value
$27.10M
Alaska Air Group, Inc.
ALK
Shares Held
383K
Value
$19.25M
Amrize Ltd
AMRZ
Shares Held
350K
Value
$18.93M
The Brink's Company
BCO
Shares Held
340K
Value
$39.69M
Owens Corning
OC
Shares Held
319K
Value
$35.65M
Builders FirstSource, Inc.
BLDR
Shares Held
303K
Value
$31.18M
Apollo Global Management, Inc.
APO
Shares Held
293K
Value
$42.40M
Aptiv PLC
APTV
Shares Held
285K
Value
$21.69M
Mohawk Industries, Inc.
MHK
Shares Held
282K
Value
$30.88M
OneMain Holdings, Inc.
OMF
Shares Held
278K
Value
$18.80M
Garrett Motion Inc.
GTX
Shares Held
250K
Value
$4.36M
Meritage Homes Corporation
MTH
Shares Held
200K
Value
$13.16M
Patrick Industries, Inc.
PATK
Shares Held
180K
Value
$19.52M
Carlisle Companies Incorporated
CSL
Shares Held
58K
Value
$18.40M