Lodge Hill Capital, LLC Buys Rexnord Corp, Huntington Ingalls Industries Inc, Oshkosh Corp, Sells Jacobs Engineering Group Inc, Norfolk Southern Corp, Amerco Inc

• New Purchases: RXN, HII, KBR, AYI, LEN, ITT, BLD, CLH, LKQ, OI, PNR,
• Added Positions: OSK, URI, SUM, MLM, LYB, SLB,
• Reduced Positions: NSC, CSL, MTZ, BC, OC, MTW, AGCO, TXT, VMC,
• Sold Out: J, UHAL, FBHS, FLR, GOOGL, BLL, CMP, SPCE, THO,

For the details of Lodge Hill Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lodge+hill+capital%2C+llc/current-portfolio/portfolio

1. Carlisle Companies Inc (CSL) - 168,102 shares, 9.25% of the total portfolio. Shares reduced by 20.21%
2. Oshkosh Corp (OSK) - 286,322 shares, 8.09% of the total portfolio. Shares added by 116.83%
3. United Rentals Inc (URI) - 175,880 shares, 7.95% of the total portfolio. Shares added by 110.60%
4. SPDR S&P Oil & Gas Explor & Product (XOP) - 421,500 shares, 6.09% of the total portfolio.
5. Rexnord Corp (RXN) - 555,825 shares, 5.54% of the total portfolio. New Position

Lodge Hill Capital, LLC initiated holding in Rexnord Corp. The purchase prices were between $19.54 and $35.47, with an estimated average price of $30.45. The stock is now traded at around $26.12. The impact to a portfolio due to this purchase was 5.54%. The holding were 555,825 shares as of .

Lodge Hill Capital, LLC initiated holding in Huntington Ingalls Industries Inc. The purchase prices were between $153.97 and $278.57, with an estimated average price of $234.2. The stock is now traded at around $172.22. The impact to a portfolio due to this purchase was 4.8%. The holding were 60,000 shares as of .

Lodge Hill Capital, LLC initiated holding in KBR Inc. The purchase prices were between $13.08 and $31.29, with an estimated average price of $26.04. The stock is now traded at around $18.45. The impact to a portfolio due to this purchase was 3.13%. The holding were 344,890 shares as of .

Lodge Hill Capital, LLC initiated holding in Acuity Brands Inc. The purchase prices were between $71.08 and $143.12, with an estimated average price of $110.43. The stock is now traded at around $76.25. The impact to a portfolio due to this purchase was 2.89%. The holding were 76,680 shares as of .

Lodge Hill Capital, LLC initiated holding in Lennar Corp. The purchase prices were between $29.35 and $71.22, with an estimated average price of $58.69. The stock is now traded at around $48.75. The impact to a portfolio due to this purchase was 2.27%. The holding were 135,375 shares as of .

Lodge Hill Capital, LLC initiated holding in ITT Inc. The purchase prices were between $37.99 and $75.55, with an estimated average price of $62.5. The stock is now traded at around $47.38. The impact to a portfolio due to this purchase was 1.99%. The holding were 100,000 shares as of .

Lodge Hill Capital, LLC added to a holding in Oshkosh Corp by 116.83%. The purchase prices were between $48.78 and $94.68, with an estimated average price of $78.95. The stock is now traded at around $59.66. The impact to a portfolio due to this purchase was 4.36%. The holding were 286,322 shares as of .

Lodge Hill Capital, LLC added to a holding in United Rentals Inc by 110.60%. The purchase prices were between $69.59 and $168.65, with an estimated average price of $133.86. The stock is now traded at around $116.06. The impact to a portfolio due to this purchase was 4.18%. The holding were 175,880 shares as of .

Lodge Hill Capital, LLC added to a holding in Summit Materials Inc by 119.37%. The purchase prices were between $8.48 and $24.59, with an estimated average price of $19.94. The stock is now traded at around $11.81. The impact to a portfolio due to this purchase was 2.48%. The holding were 692,108 shares as of .

Lodge Hill Capital, LLC added to a holding in Martin Marietta Materials Inc by 95.39%. The purchase prices were between $144.12 and $279.64, with an estimated average price of $240.53. The stock is now traded at around $169.01. The impact to a portfolio due to this purchase was 1.92%. The holding were 47,233 shares as of .

Lodge Hill Capital, LLC added to a holding in LyondellBasell Industries NV by 45.52%. The purchase prices were between $34.9 and $94.48, with an estimated average price of $74.29. The stock is now traded at around $53.29. The impact to a portfolio due to this purchase was 1.14%. The holding were 167,350 shares as of .

Lodge Hill Capital, LLC sold out a holding in Jacobs Engineering Group Inc. The sale prices were between $63.01 and $103.86, with an estimated average price of $91.09.

Lodge Hill Capital, LLC sold out a holding in Amerco Inc. The sale prices were between $241.61 and $386.51, with an estimated average price of $339.08.

Lodge Hill Capital, LLC sold out a holding in Fortune Brands Home & Security Inc. The sale prices were between $34.83 and $72.99, with an estimated average price of $62.15.

Lodge Hill Capital, LLC sold out a holding in Fluor Corp. The sale prices were between $3.4 and $20.79, with an estimated average price of $14.22.

Lodge Hill Capital, LLC sold out a holding in Alphabet Inc. The sale prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46.

Lodge Hill Capital, LLC sold out a holding in Ball Corp. The sale prices were between $51.94 and $78.56, with an estimated average price of $70.01.