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Manager record

Lodge Hill Capital, LLC

New York, NY · CIK 1598245 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$596.36MReported 13F valueQ2 2026 · as filed
27Holdings listed
+15.2%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $434.3M$434.3MQ2 202518 holdingsQ3 2025: $559.8M$559.8MQ3 202520 holdingsQ4 2025: $529.3M$529.3MQ4 202522 holdingsQ1 2026: $517.9M$517.9MQ1 202622 holdingsQ2 2026: $596.4M$596.4MQ2 202627 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$596.36M · 27 holdings listed · View original SEC filing ↗
May 18 2026 13F-HR/A · period Q1 2026

$517.85M · 22 holdings listed · amendment (restatement) · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$517.85M · 22 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$529.30M · 22 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$559.84M · 20 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$434.27M · 18 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology