News + Filings Holdings
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Lomas Capital Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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AMAZON COM INC
| AMZN | Common | 32,201 | 18,447 | 104,876,000 | 61,568,000 | 10.06 | 0.01 |
Hist
| 12/31/2020 |
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AMERICAN FINANCIAL GROUP INC
| AFG | Common | 1,092,330 | 460,509 | 95,710,000 | 53,390,000 | 9.18 | 1.26 |
Hist
| 12/31/2020 |
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Meta Platforms, Inc.
| FB | Common | 312,347 | 154,307 | 85,321,000 | 43,930,000 | 8.19 | |
Hist
| 12/31/2020 |
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Chubb Ltd
| CB | COM | 484,544 | 194,480 | 74,581,000 | 40,889,000 | 7.16 | 0.11 |
Hist
| 12/31/2020 |
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Melco Resorts & Entertainment LTD
| MPEL | ADR | 3,303,345 | 1,433,385 | 61,277,000 | 30,142,000 | 5.88 | |
Hist
| 12/31/2020 |
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Anterix Inc.
| ATEX | COM | 1,594,396 | 370,849 | 59,949,000 | 19,928,000 | 5.75 | 9.11 |
Hist
| 12/31/2020 |
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T-Mobile US, Inc.
| TMUS | COM | 431,524 | 145,609 | 58,191,000 | 25,494,000 | 5.58 | 0.03 |
Hist
| 12/31/2020 |
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Alibaba Group Holding Ltd
| BABA | SPONSORED ADS | 246,165 | 58,156 | 57,290,000 | 2,019,000 | 5.50 | |
Hist
| 12/31/2020 |
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ZoomInfo Technologies Inc.
| ZI | COM CL A | 1,183,886 | 276,430 | 57,099,000 | 18,087,000 | 5.48 | |
Hist
| 12/31/2020 |
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Vertiv Holdings Co
| | Common | 2,863,425 | 864,224 | 53,460,000 | 18,834,000 | 5.13 | |
Hist
| 12/31/2020 |
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ALLEGHANY CORP /DE
| Y | Common | 88,231 | 21,010 | 53,264,000 | 18,279,000 | 5.11 | 0.62 |
Hist
| 12/31/2020 |
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AES CORP
| AES | Common | 2,129,707 | 2,129,707 | 50,048,000 | 50,048,000 | 4.80 | 0.32 |
Hist
| 12/31/2020 |
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BARRICK GOLD CORP
| ABX | Common | 1,688,894 | 1,144,589 | 48,978,000 | 33,678,000 | 4.70 | |
Hist
| 12/31/2020 |
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JD.com, Inc.
| JD | Common | 501,555 | 198,303 | 44,087,000 | 20,551,000 | 4.23 | |
Hist
| 12/31/2020 |
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PayPal Holdings, Inc.
| PYPL | COM | 177,392 | 59,661 | 41,545,000 | 18,348,000 | 3.99 | 0.02 |
Hist
| 12/31/2020 |
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e.l.f. Beauty, Inc.
| ELF | COM | 1,560,736 | 1,119,672 | 39,315,000 | 31,212,000 | 3.77 | 3.06 |
Hist
| 12/31/2020 |
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BEACON ROOFING SUPPLY INC
| BECN | Common | 658,606 | 658,606 | 26,469,000 | 26,469,000 | 2.54 | 0.95 |
Hist
| 12/31/2020 |
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MEXICAN ECONOMIC DEVELOPMENT INC
| FMX | ADR | 246,449 | 246,449 | 18,673,000 | 18,673,000 | 1.79 | |
Hist
| 12/31/2020 |
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WW INTERNATIONAL, INC.
| WW | COM | 96,692 | 96,692 | 2,359,000 | 2,359,000 | 0.23 | 0.14 |
Hist
| 12/31/2020 |
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CARMAX INC
| KMX | Common | 24,291 | 24,291 | 2,295,000 | 2,295,000 | 0.22 | 0.01 |
Hist
| 12/31/2020 |
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DOLLAR TREE, INC.
| DLTR | COM | 20,737 | 20,737 | 2,240,000 | 2,240,000 | 0.21 | 0.01 |
Hist
| 12/31/2020 |
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Foley Trasimene Acquisition II
| BFT/U | Common | 86,821 | -717,531 | 1,476,000 | -6,728,000 | 0.14 | |
Hist
| 12/31/2020 |
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BOYD GAMING CORP
| BYD | Common | 29,482 | 29,482 | 1,265,000 | 1,265,000 | 0.12 | 0.03 |
Hist
| 12/31/2020 |
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Alight, Inc. / Delaware
| | Common | 99,360 | -38,191 | 1,182,000 | -371,000 | 0.11 | |
Hist
| 12/31/2020 |
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NEWMONT Corp /DE/
| NEM | Common | 18,265 | -5,998 | 1,094,000 | -446,000 | 0.10 | 0.00 |
Hist
| 12/31/2020 |
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Global Blue Group Holding AG
| GB | Common | 22,209 | -4,039 | 289,000 | 107,000 | 0.03 | |
Hist
| 12/31/2020 |
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SPDR S&P 500 ETF TRUST
| SPY | UNIT SER 1 | 0 | -85,400 | 0 | -28,600,000 | 0.00 | 0.00 |
Hist
| 12/31/2020 |
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SPDR GOLD TRUST
| GLD | GOLD SHS | 0 | -338,736 | 0 | -59,997,000 | 0.00 | 0.00 |
Hist
| 12/31/2020 |
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FRANCO NEVADA Corp
| FNV | COM | 0 | -83,975 | 0 | -11,721,000 | 0.00 | 0.00 |
Hist
| 12/31/2020 |
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