Lodge Hill Capital, LLC Sells in Q3 2024

Lodge Hill Capital, LLC

Stock	Shares change	Price Range	Shares Held
MHK Mohawk Industries Inc Consumer Cyclical	-174K - 77.33%	$108.83 - $162.7 $18.9M - $28.3M	51K $8.2M
BLDR Builders First Source, Inc. Industrials	-118K - 56.11%	$132.6 - $201.83 $15.6M - $23.8M	92.3K $17.9M
GFF Griffon Corp Industrials	-182K - 72.11%	$55.61 - $74.71 $10.1M - $13.6M	70.2K $4.91M
CZR Caesars Entertainment, Inc. Consumer Cyclical	-231K - 40.48%	$33.2 - $41.73 $7.67M - $9.64M	340K $14.2M
OLN Olin Corp Basic Materials	-112K - 22.86%	$40.38 - $50.21 $4.52M - $5.62M	378K $18.1M
BC Brunswick Corp Consumer Cyclical	-106K - 29.68%	$69.46 - $84.53 $7.33M - $8.92M	250K $21M
NOV Nov Inc. Energy	-61K - 6.48%	$15.85 - $20.82 $967K - $1.27M	880K $14.1M
OC Owens Corning Industrials	-22.5K - 16.16%	$154.02 - $186.38 $3.47M - $4.19M	117K $20.6M
APO Apollo Global Management, Inc. Financial Services	-25.5K - 13.09%	$99.16 - $125.81 $2.53M - $3.21M	169K $21.1M
VC Visteon Corp Consumer Cyclical	-3.5K - 3.33%	$88.69 - $115.54 $310K - $404K	102K $9.67M
COOP Mr. Cooper Group Inc. Financial Services	-20K - 33.28%	$78.57 - $94.99 $1.57M - $1.9M	40.1K $3.7M
WMS Advanced Drainage Systems, Inc. Industrials	-3K - 2.69%	$140.18 - $178.56 $421K - $536K	109K $17.1M
XLK Technology Sector Spdr ETFs	-2K - 25.0%	$197.34 - $237.68 $395K - $475K	6K $1.35M

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