# EDGAR Filing Document

**Accession Number:** 0001598245
**File Stem:** 0001085146-25-005053
**Filing Date:** 2025-8
**Character Count:** 10742
**Document Hash:** 461dfa92bc876b5b8ce863ed8008e74b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005053.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001085146-25-005053

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Lodge Hill Capital, LLC
- **CENTRAL INDEX KEY:** 0001598245

**ORGANIZATION NAME:**
- **EIN:** 453264814
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15885
- **FILM NUMBER:** 251213661

**BUSINESS ADDRESS:**
- **STREET 1:** 437 MADISON AVENUE
- **STREET 2:** 34TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022
- **BUSINESS PHONE:** 212-714-7845

**MAIL ADDRESS:**
- **STREET 1:** 437 MADISON AVENUE
- **STREET 2:** 34TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001598245

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Lodge Hill Capital, LLC

**Address:** 437 MADISON AVENUE, NEW YORK, NY 10022

**Telephone number:** 212-714-7845

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-15885

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                  | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                            | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ADVANCED DRAINAGE SYSTEMS, INC. | 00790R104 | 07/18/2024     | Approval, in a non-binding advisory vote, of the compensation for named executive officers.                                                 | SECTION 14A SAY-ON-PAY VOTES |          44266 |                0 | FOR         |                                    44266 | FOR                         |  |
| APTIV PLC                       | G3265R107 | 04/23/2025     | Say-on-Pay - To approve, by advisory vote, executive compensation.                                                                          | SECTION 14A SAY-ON-PAY VOTES |         222210 |                0 | FOR         |                                   222210 | FOR                         |  |
| ATKORE INC.                     | 047649108 | 01/30/2025     | The non-binding advisory vote approving executive compensation.                                                                             | SECTION 14A SAY-ON-PAY VOTES |         155580 |                0 | FOR         |                                   155580 | FOR                         |  |
| BECTON, DICKINSON AND COMPANY   | 075887109 | 01/28/2025     | Advisory vote to approve named executive officer compensation.                                                                              | SECTION 14A SAY-ON-PAY VOTES |         139181 |                0 | FOR         |                                   139181 | FOR                         |  |
| BORGWARNER INC.                 | 099724106 | 04/30/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                            | SECTION 14A SAY-ON-PAY VOTES |         453046 |                0 | FOR         |                                   453046 | FOR                         |  |
| BRUNSWICK CORPORATION           | 117043109 | 05/07/2025     | Advisory vote to approve the compensation of our Named Executive Officers.                                                                  | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NONE        |                                        0 | NONE                        |  |
| BUILDERS FIRSTSOURCE, INC.      | 12008R107 | 05/27/2025     | An advisory vote on the compensation of the named executive officers                                                                        | SECTION 14A SAY-ON-PAY VOTES |          93569 |                0 | FOR         |                                    93569 | FOR                         |  |
| CARLISLE COMPANIES INCORPORATED | 142339100 | 04/30/2025     | To approve, on an advisory basis, the Company's named executive officer compensation in 2024.                                               | SECTION 14A SAY-ON-PAY VOTES |         109724 |                0 | FOR         |                                   109724 | FOR                         |  |
| FREEPORT-MCMORAN INC.           | 35671D857 | 06/11/2025     | Approval of the 2025 Stock Incentive Plan.                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         573675 |                0 | FOR         |                                   573675 | FOR                         |  |
| FREEPORT-MCMORAN INC.           | 35671D857 | 06/11/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                        | SECTION 14A SAY-ON-PAY VOTES |         573675 |                0 | FOR         |                                   573675 | FOR                         |  |
| MALIBU BOATS, INC.              | 56117J100 | 10/23/2024     | To approve the Company's 2024 Performance Incentive Plan.                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         227182 |                0 | FOR         |                                   227182 | FOR                         |  |
| MALIBU BOATS, INC.              | 56117J100 | 10/23/2024     | To approve, on a non-binding basis, the compensation of the Company's named executive officers.                                             | SECTION 14A SAY-ON-PAY VOTES |         227182 |                0 | FOR         |                                   227182 | FOR                         |  |
| MGM RESORTS INTERNATIONAL       | 552953101 | 05/07/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NONE        |                                        0 | NONE                        |  |
| MOHAWK INDUSTRIES, INC.         | 608190104 | 05/22/2025     | Advisory vote to approve executive compensation, as disclosed in the Company's Proxy Statement for the 2025 Annual Meeting of Stockholders. | SECTION 14A SAY-ON-PAY VOTES |         200185 |                0 | FOR         |                                   200185 | FOR                         |  |
| MR. COOPER GROUP INC.           | 62482R107 | 05/22/2025     | Advisory Vote on Executive Compensation (Say on Pay)                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         173321 |                0 | FOR         |                                   173321 | FOR                         |  |
| MR. COOPER GROUP INC.           | 62482R107 | 05/22/2025     | Advisory vote on the frequency of Say on Pay votes                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         173321 |                0 | ONE YEAR    |                                   173321 | FOR                         |  |
| NOV INC.                        | 62955J103 | 05/20/2025     | To approve an amendment and restatement of the NOV Inc. Long-Term Incentive Plan.                                                           | SECTION 14A SAY-ON-PAY VOTES |         451858 |                0 | FOR         |                                   451858 | FOR                         |  |
| NOV INC.                        | 62955J103 | 05/20/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                         | SECTION 14A SAY-ON-PAY VOTES |         451858 |                0 | FOR         |                                   451858 | FOR                         |  |
| OWENS CORNING                   | 690742101 | 04/15/2025     | To approve, on an advisory basis, our named executive officer compensation.                                                                 | SECTION 14A SAY-ON-PAY VOTES |          54325 |                0 | FOR         |                                    54325 | FOR                         |  |
| PERRIGO COMPANY PLC             | G97822103 | 05/01/2025     | To provide advisory approval of the Company's executive compensation.                                                                       | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | NONE        |                                        0 | NONE                        |  |
| TEXTRON INC.                    | 883203101 | 04/23/2025     | Approval of the advisory (non-binding) resolution to approve executive compensation.                                                        | SECTION 14A SAY-ON-PAY VOTES |         132932 |                0 | FOR         |                                   132932 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Lodge Hill Capital, LLC

**By (Signature):** Jon Hanlon

**By (Printed Signature):** Jon Hanlon

**By (Title):** CFO

**Date:** 08/13/2025