StockDriftsStockDriftsTop 22 Lodge Hill Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OC | OWENS CORNING NEW | 7.6% | 363.6K | $39.3M | +14.13%(+45.00K) | $130.92(+15.38%) | 2026-03-31 | |
| OSK | OSHKOSH CORP | 6.82% | 240.0K | $35.3M | +860.00%(+215.00K) | $135.51(+5.31%) | 2026-03-31 | |
| RKT | ROCKET COS INC | 6.55% | 2.38M | $33.9M | +7.93%(+175.00K) | $19.18(-17.79%) | 2026-03-31 | |
| HRB | BLOCK H & R INC | 6.44% | 1.05M | $33.3M | +31.25%(+250.00K) | $44.83(-10.69%) | 2026-03-31 | |
| BCO | BRINKS CO | 6.3% | 315.0K | $32.6M | -7.35%(-25.00K) | $98.31(+3.24%) | 2026-03-31 | |
| MHK | MOHAWK INDS INC | 5.75% | 302.5K | $29.8M | +7.08%(+20.00K) | $123.97(-3.73%) | 2026-03-31 | |
| BC | BRUNSWICK CORP | 5.69% | 405.2K | $29.5M | -8.98%(-40.00K) | $76.00(+4.06%) | 2026-03-31 | |
| CSL | CARLISLE COS INC | 5.64% | 87.5K | $29.2M | +52.15%(+30.00K) | $328.29(+11.71%) | 2026-03-31 | |
| APO | APOLLO GLOBAL MGMT INC | 5.33% | 247.9K | $27.6M | -15.36%(-45.00K) | $124.38(-4.64%) | 2026-03-31 | |
| BLDR | BUILDERS FIRSTSOURCE INC | 5.29% | 333.0K | $27.4M | +9.90%(+30.00K) | $139.72(-39.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.34% | +16.91% |
| Top 20 Holdings Unweighted | +8.72% | +28.52% |
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