Lodge Hill Capital, LLC

**Lodge Hill Capital, LLC** manages $529M across a portfolio of 22 distinct positions. The fund maintains significant exposure to key names, notably allocating $42.7M to RKT and $42.4M to APO. Further concentration is evident with substantial holdings in BCO ($39.7M), OC ($35.7M), and HRB ($34.9M). This structure suggests a concentrated, conviction-driven approach across diverse sectors.

📌 Top Holdings