Lodge Hill Capital, LLC Incresed Positions in Q3 2024

Lodge Hill Capital, LLC

Stock	Shares change	Price Range	Shares Held
REZI Resideo Technologies, Inc. Industrials	612K + 291.43%	$17.98 - $22.72 $11M - $13.9M	822K $16.6M
OMF One Main Holdings, Inc. Financial Services	251K + 179.29%	$43.27 - $53.14 $10.9M - $13.3M	391K $18.4M
BWA Borgwarner Inc Consumer Cyclical	286K + 285.5%	$31.19 - $36.75 $8.9M - $10.5M	386K $14M
MBUU Malibu Boats, Inc. Consumer Cyclical	165K + 118.82%	$30.52 - $39.95 $5.04M - $6.59M	304K $11.8M
BP Bp PLC Energy	211K + 52.63%	$30.78 - $37.05 $6.48M - $7.8M	611K $19.2M
ARCH Arch Resources, Inc. Energy	17K + 25.72%	$120.29 - $168.65 $2.04M - $2.87M	83.1K $11.5M
XLP Consumer Staples Sector Spdr ETFs	17.5K + 147.06%	$76.04 - $76.04 $1.33M - $1.33M	29.4K $2.24M
XLI Industrial Sector Spdr ETFs	2.3K + 3.89%	$120.56 - $135.44 $277K - $312K	61.5K $8.33M
XLV Select Sector Spdr Fund Health ETFs	4.5K + 128.57%	$143.3 - $157.24 $645K - $708K	8K $1.23M

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