Lomas Capital Management, LLC 13F Holdings

CIK 0001559972 · New York, NY

As of Dec 31, 2020, Lomas Capital Management, LLC reported 26 positions worth .0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AMAZON.COM INCAMZNEquity32,201 04.9K10.06%
AMERICAN FINANCIAL GROUP INCAFGFinancial Services1,092,330$95.7K9.18%
META PLATFORMS INCMETACommunication Services312,347$85.3K8.19%
CHUBB LTDCBFinancial Services484,544$74.6K7.16%
MELCO RESORTS & ENTERTAINMENT LTDMLCOConsumer Cyclical3,303,345$61.3K5.88%
ANTERIX INCATEXCommunication Services1,594,396$59.9K5.75%
T-MOBILE US INCTMUSCommunication Services431,524$58.2K5.58%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical246,165$57.3K5.50%
ZOOMINFO TECHNOLOGIES INCGTMTechnology1,183,886$57.1K5.48%
VERTIV HOLDINGS COVRTIndustrials2,863,425$53.5K5.13%
ALLEGHANY CORP MDYFinancial Services88,231$53.3K5.11%
AES CORPAESUtilities2,129,707$50.0K4.80%
BARRICK MINING CORPBBasic Materials1,688,894$49.0K4.70%
JDCOM INCJDConsumer Cyclical501,555$44.1K4.23%
PAYPAL HOLDINGS INCPYPLFinancial Services177,392$41.5K3.99%
ELF BEAUTY INCELFConsumer Defensive1,560,736$39.3K3.77%
BEACON ROOFING SUPPLY INCBECNIndustrials658,606$26.5K2.54%
MEXICAN ECONOMIC DEVELOPMENT INCFMXConsumer Defensive246,449 8.7K1.79%
WW INTERNATIONAL INCWGHTQConsumer Cyclical96,692$2.4K0.23%
CARMAX INCKMXConsumer Cyclical24,291$2.3K0.22%
DOLLAR TREE INCDLTRConsumer Defensive20,737$2.2K0.21%
FOLEY TRASIMENE ACQUISITIONBFT.UTechnology86,821 .5K0.14%
BOYD GAMING CORPBYDConsumer Cyclical29,482 .3K0.12%
FOLEY TRASIMENE ACQUISTN CORWPF.UTechnology99,360 .2K0.11%
NEWMONT CORPNEMBasic Materials18,265 .1K0.10%