Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Lodge Hill Capital, LLC

Industry Market Value
Percent
14 - Mining And Quarrying Of Nonmetallic Minerals, Except Fuels 56,776,000 4.06
15 - Building Construction General Contractors And Operative Builders 105,265,000 7.52
28 - Chemicals And Allied Products 0 0.00
32 - Stone, Clay, Glass, And Concrete Products 88,386,000 6.31
33 - Primary Metal Industries 36,413,000 2.60
34 - Fabricated Metal Products, Except Machinery And Transportation Equipment 56,609,000 4.04
35 - Industrial And Commercial Machinery And Computer Equipment 57,523,000 4.11
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 47,268,000 3.38
37 - Transportation Equipment 176,045,000 12.58
38 - Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks 31,678,000 2.26
47 - Transportation Services 28,005,000 2.00
48 - Communications 52,176,000 3.73
50 - Wholesale Trade-durable Goods 40,602,000 2.90
52 - Building Materials, Hardware, Garden Supply, And Mobile Home Dealers 70,922,000 5.07
53 - General Merchandise Stores 0 0.00
55 - Automotive Dealers And Gasoline Service Stations 62,182,000 4.44
56 - Apparel And Accessory Stores 0 0.00
58 - Restaurants, Dining, Eating And Drinking Places 15,815,000 1.13
59 - Miscellaneous Retail 35,461,000 2.53
73 - Business Services 116,496,000 8.32
Industry Not Reported 322,040,000 23.01
Total 1,399,662,000 100.00