Lodge Hill Capital, LLC Portfolio Holdings by Sector

Lodge Hill Capital, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Building Products & Equipment \| Industrials OC CSL BLDR 3 stocks	$138,563 25.73% of portfolio	3	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical BC MBUU 2 stocks	$60,033 11.15% of portfolio	1	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services APO 1 stocks	$52,365 9.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical MHK 1 stocks	$48,020 8.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Airlines \| Industrials ALK 1 stocks	$35,732 6.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services COOP 1 stocks	$28,382 5.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials TEX 1 stocks	$27,160 5.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Security & Protection Services \| Industrials BCO 1 stocks	$25,709 4.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology VSAT 1 stocks	$24,905 4.63% of portfolio	-	1	-	-	0 Calls 0 Puts

Residential Construction \| Consumer Cyclical MTH 1 stocks	$21,729 4.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials WAB 1 stocks	$20,047 3.72% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical DAN 1 stocks	$16,032 2.98% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services OMF 1 stocks	$15,995 2.97% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs XLP XLC 2 stocks	$12,756 2.37% of portfolio	2	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials GFF 1 stocks	$11,041 2.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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