Lodge Hill Capital Llc (1598245) Portfolio


Number of Companies: 28
Inflow: $347,360 K
Outflow: $-194,724 K
Net Flow: $152,636 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3009 8 General Dynamics Corp (GD) Defense Primes 732,700 New Holding 732,700 $131.36 $96,254 $96,254
21 1 Ball Corp (BLL) Containers And Packaging 780,400 New Holding 780,400 $71.29 $55,634 $55,634
54 1 Ingersoll-Rand Plc (IR) Comml And Res Bldg Equip And Sys 521,400 New Holding 521,400 $62.00 $32,332 $32,332
2681 14 United Rentals Inc (URI) Industrial Distribution And Rental 644,800 Added More 479,800 $62.18 $29,838 $40,100
2883 24 Linkedin Corp - A (LNKD) Internet Media 230,000 New Holding 230,000 $114.34 $26,300 $26,300
3074 26 Facebook Inc-A (FB) Internet Media 173,500 New Holding 173,500 $114.09 $19,796 $19,796
2361 8 Usg Corp (USG) Non Wood Building Materials 650,000 New Holding 650,000 $24.80 $16,126 $16,126
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 25,000 New Holding 25,000 $593.64 $14,841 $14,841
3079 54 Apple Inc (AAPL) Communications Equipment 130,000 New Holding 130,000 $108.98 $14,168 $14,168
3056 27 Boeing Cothe (BA) Aircraft And Parts 100,000 New Holding 100,000 $126.94 $12,694 $12,694
2563 18 Bemis Company (BMS) Containers And Packaging 240,000 New Holding 240,000 $51.77 $12,427 $12,427
3047 19 Honeywell International Inc (HON) Comml And Res Bldg Equip And Sys 110,000 New Holding 110,000 $112.05 $12,325 $12,325
2923 7 Martin Marietta Materials (MLM) Cement And Aggregates 212,000 Added More 27,000 $159.50 $4,306 $33,816
2688 6 Realogy Holdings Corp (RLGY) Real Estate Services 881,200 Added More 8,700 $36.11 $314 $31,820
2874 86 Electronic Arts Inc (EA) Application Software 311,100 Sold Some -13,900 $66.11 $-918 $20,566
3005 17 Lowes Cos Inc (LOW) Home Products Stores 547,700 Sold Some -19,300 $75.75 $-1,461 $41,488
72 2 Kirby Corp (KEX) Marine Shipping 250,100 Sold Some -66,600 $60.29 $-4,015 $15,078
1951 5 Manitowoc Company Inc (MTW) Construction And Mining Machinery 0 Sold All -1,000,000 $4.33 $-4,330 $0
2910 3 Royal Caribbean Cruises Ltd (RCL) Cruise Lines 269,600 Sold Some -85,400 $82.15 $-7,015 $22,147
424 6 Textron Inc (TXT) Aircraft And Parts 0 Sold All -250,000 $36.45 $-9,115 $0
2716 6 Agco Corp (AGCO) Agricultural Machinery 0 Sold All -250,000 $49.70 $-12,425 $0
2387 5 Dillards Inc-Cl A (DDS) Department Stores 0 Sold All -160,000 $84.91 $-13,585 $0
2670 7 Oshkosh Corp (OSK) Construction And Mining Machinery 0 Sold All -375,099 $40.86 $-15,330 $0
3002 31 Dow Chemical Cothe (DOW) Basic And Diversified Chemicals 0 Sold All -336,500 $50.86 $-17,114 $0
195 2 Eagle Materials Inc (EXP) Cement And Aggregates 614,800 Sold Some -340,200 $70.11 $-23,851 $43,103
2981 80 Eog Resources Inc (EOG) Exploration And Production 0 Sold All -355,000 $72.58 $-25,765 $0
2626 34 Buffalo Wild Wings Inc (BWLD) Restaurants 0 Sold All -191,500 $148.11 $-28,364 $0
2950 8 General Motors Co (GM) Automobiles 0 Sold All -1,000,000 $31.43 $-31,430 $0