Hedge Fund - Lodge Hill Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | OC | 378,570 | $53,552,512 | +59% | 9.57% | ||
| 2. | APO | 392,930 | $52,365,781 | +39% | 9.35% | ||
| 3. | MHK | 372,480 | $48,020,122 | -7% | 8.58% | ||
| 4. | CSL | 137,530 | $45,241,869 | +42% | 8.08% | ||
| 5. | BLDR | 328,000 | $39,770,000 | +14% | 7.1% |
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