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Lodge Hill Capital’s Griffon GFF Stock Holding History

Lodge Hill Capital’s Portfolio GFF Stock Details GFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-145,000
Closed -$11M – 24
2025
Q3 		$11M Buy
+145,000
New +$11.2M 1.97% 18
2024
Q4 		– Sell
-70,200
Closed -$4.91M – 26
2024
Q3 		$4.91M Sell
70,200
-181,500
-72% -$12M 1.53% 21
2024
Q2 		$16.1M Buy
251,700
+165,000
+190% +$11.2M 4.33% 11
2024
Q1 		$6.36M Sell
86,700
-38,300
-31% -$2.5M 1.52% 16
2023
Q4 		$7.62M Buy
+125,000
New +$5.78M 3.36% 13

Other funds holding GFF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lodge Hill Capital's GFF Position: Q4 2025 in Review

Lodge Hill Capital sold out of Griffon (GFF) in Q4 2025, closing a stake of 145,000 shares — an estimated $11M sold.

Lodge Hill Capital first reported a position in GFF in Q4 2023 and held it in 5 quarters. The position peaked at $16.1M in Q2 2024. 339 funds tracked by Wall St. Rank hold GFF as of Q4 2025.

  • Lodge Hill Capital reported no remaining Griffon position as of Q4 2025 after selling out during the quarter.
  • Lodge Hill Capital sold 145,000 Griffon shares in Q4 2025, an estimated $11M.
  • Lodge Hill Capital first reported a position in Griffon in Q4 2023 and held it in 5 quarters.
  • Lodge Hill Capital's Griffon position peaked at $16.1M in Q2 2024.
  • 339 funds tracked by Wall St. Rank held Griffon as of Q4 2025.

Based on Lodge Hill Capital's 13F filing for Q4 2025, filed 17 Feb 2026.