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 CSL BLDR OC WMS 4 stocks	$109,589 25.97% of portfolio	2	2	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical BC MBUU 2 stocks	$53,061 12.57% of portfolio	2	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services COOP 1 stocks	$44,710 10.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical MHK 1 stocks	$41,671 9.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services APO 1 stocks	$40,139 9.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Airlines \| Industrials ALK 1 stocks	$24,383 5.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$22,139 5.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Security & Protection Services \| Industrials BCO 1 stocks	$20,090 4.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology VSAT 1 stocks	$18,980 4.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials TEX 1 stocks	$16,082 3.81% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services OMF 1 stocks	$15,293 3.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical BWA 1 stocks	$10,839 2.57% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs XLP 1 stocks	$5,065 1.2% of portfolio	1	-	-	-	0 Calls 0 Puts

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