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Institutional Investment Manager
Lodge Hill Capital, LLC
Lodge Hill Capital, LLC (CIK: 0001598245) incorporated in Delaware, located at 437 Madison Avenue, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001085146-16-004287) filed in 2016.08.12
#
Name
Shares
Value ($)
%
Options
Notes
1 SELECT SECTOR SPDR TR 2,500,000 131,175 12.73% Put
2 GENERAL DYNAMICS CORP 800,000 111,392 10.81% Call
3 SELECT SECTOR SPDR TR 1,500,000 82,725 8.03% Put
4 DBX ETF TR 2,000,000 47,520 4.61% Call
5 BALL CORP 635,400 45,933 4.46%
6 EAGLE MATERIALS INC 559,800 43,189 4.19%
7 GENERAL DYNAMICS CORP 269,700 37,553 3.64%
8 WABCO 390,000 35,712 3.47%
9 PTC 860,000 32,319 3.14%
10 EMERSON ELEC CO 600,000 31,296 3.04% Call
11 NVR INC 16,476 29,333 2.85%
12 UNITED RENTALS 429,500 28,819 2.80%
13 TRIMBLE INC 1,140,000 27,770 2.70%
14 REALOGY HLDGS CORP 886,200 25,718 2.50%
15 FORD MTR CO DEL 2,000,000 25,140 2.44% Put
16 FACEBOOK INC 203,500 23,256 2.26%
17 GENERAL MTRS CO 750,000 21,225 2.06% Put
18 SEALED AIR CORP NEW 445,000 20,457 1.99%
19 APPLE INC 210,000 20,076 1.95%
20 SUMMIT MATLS INC CL A 964,694 19,738 1.92%
21 EMERSON ELEC CO 370,000 19,299 1.87%
22 LINCOLN ELEC HLDGS INC 320,000 18,906 1.83%
23 AGCO 400,000 18,852 1.83%
24 EXPEDIA INC DEL 165,000 17,540 1.70%
25 BOYD GAMING CORP COM 930,000 17,112 1.66%
26 WESTROCK CO 440,000 17,103 1.66%
27 MARTIN MARIETTA MATLS INC 82,000 15,744 1.53%
28 DELTA AIRLINES INC DEL 390,000 14,208 1.38%
29 LOWES COS INC 172,700 13,673 1.33%
30 NETFLIX INC 135,000 12,350 1.20%
31 JD COM INC ADR 530,000 11,252 1.09%
32 AKAMAI TECH 150,000 8,390 0.81%
33 PTC 150,000 5,637 0.55% Call