Stock Taper 
LODGE HILL CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 15K | $17.99M |
 Rh | RH | 90K | $14.83M |
 Vail Resorts, Inc. | MTN | 90K | $12.25M |
 Carlisle Companies Incorporated | CSL | 102.73K | $37.27M |
 NVIDIA Corporation | NVDA | 105K | $21.01M |
 Kirby Corporation | KEX | 105K | $14.28M |
 Nordson Corporation | NDSN | 125K | $37.71M |
 Mohawk Industries, Inc. | MHK | 154.08K | $18.69M |
 Apollo Global Management, Inc. | APO | 161.03K | $19.05M |
 Oshkosh Corp | OSK | 182K | $27.93M |
 Canadian Pacific Kansas City Ltd. | CP | 185K | $16.03M |
 The Timken Company | TKR | 200K | $29.06M |
 Meritage Homes Corporation | MTH | 227.6K | $19.08M |
 Patrick Industries, Inc. | PATK | 254.2K | $22.82M |
 Alaska Air Group, Inc. | ALK | 266.3K | $13.9M |
 Builders FirstSource, Inc. | BLDR | 271.7K | $24.31M |
 Owens Corning | OC | 337.87K | $53.71M |
 Brunswick Corporation | BC | 363.09K | $30.59M |
 The Brink's Company | BCO | 370.01K | $34.96M |
 Vornado Realty Trust | VNO | 477.2K | $18.75M |