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LHC

Lodge Hill Capital Portfolio holdings

AUM $518M
1-Year Est. Return 12.89%
This Fund
S&P 500
This Quarter Est. Return
-4.28%
1 Year Est. Return
+12.89%
3 Year Est. Return
+11.66%
5 Year Est. Return
+0.72%
10 Year Est. Return
+78.89%
AUM
$518M
AUM Growth
-$11.4M
Cap. Flow
+$35.2M
Cap. Flow %
6.79%
Top 10 Hldgs %
61.42%
Holding
27
New
5
Increased
10
Reduced
5
Closed
5

Top Buys

1
OSK icon
Oshkosh
OSK
+$33.5M
2
RS icon
Reliance Steel & Aluminium
RS
+$27M
3
RH icon
RH
RH
+$17.3M
4
DELL icon
Dell
DELL
+$16M
5
VNO icon
Vornado Realty Trust
VNO
+$12.6M

Top Sells

1
PHIN icon
Phinia Inc
PHIN
+$27.1M
2
APTV icon
Aptiv
APTV
+$21.7M
3
AMRZ
Amrize Ltd
AMRZ
+$18.9M
4
OMF icon
OneMain Financial
OMF
+$18.8M
5
VSAT icon
Viasat
VSAT
+$15.7M

Sector Composition

1 Industrials 37.26%
2 Consumer Discretionary 36.08%
3 Financials 11.89%
4 Technology 7.12%
5 Materials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PHIN icon
26
Phinia Inc
PHIN
$2.94B
– –
-432,330
Closed -$27.1M
AMRZ
27
Amrize Ltd
AMRZ
$28.1B
– –
-350,000
Closed -$18.9M
1
2

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