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  Name: LOMAS CAPITAL MANAGEMENT, LLC
  City: NEW YORK
  State: NY
  Zip: 10022
   
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Portfolio Summary View Filing
  Filing Report Date : 2020-12-31
  Total Value : $1,042,333,000
  Total Value Change : $459,056,000
  Securities Held Change : 4
   
All Securities Held : 26
  New Positions : 7
  Closed Positions : 3
  Increased Positions : 15
  Unchanged Positions : 0
  Decreased Positions : 4

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Holdings Found : 29     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 1 - $180.38 $104,876,000 32,201 10.06% 61,568,000 18,447 0.006    Internet Software & S...
   (AFG)1 Year Chart         AFG American Financial Group Inc 2 - $136.48 $95,710,000 1,092,330 9.18% 53,390,000 460,509 1.258    Property & Casualty I...
   (FB)1 Year Chart         FB Meta Platforms Inc 3 - $485.58 $85,321,000 312,347 8.19% 43,930,000 154,307 0.013    Internet Service Prov...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 4 - $259.13 $74,581,000 484,544 7.16% 40,889,000 194,480 0.107    Property & Casualty I...
   (MPEL)1 Year Chart         MPEL Melco Crown Entertainment Ltd 5 - $7.21 $61,277,000 3,303,345 5.88% 30,142,000 1,433,385 0.2    Gambling/Resorts
   (ATEX)1 Year Chart         ATEX Anterix Ord Shs 6 - $42.99 $59,949,000 1,594,396 5.75% 19,928,000 370,849 9.216    N/A
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 7 - $163.22 $58,191,000 431,524 5.58% 25,494,000 145,609 0.035    Wireless Communications
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 8 - $72.36 $57,290,000 246,165 5.5% 2,019,000 58,156 0.009    N/A
   (ZI)1 Year Chart         ZI Zoominfo Technologies Inc. 9 - $16.03 $57,099,000 1,183,886 5.48% 18,087,000 276,430 0.518    N/A
   (VRT)1 Year Chart         VRT Vertiv Holdings Co 10 - $81.67 $53,460,000 2,863,425 5.13% 18,834,000 864,224 0.872    N/A
   (Y)1 Year Chart         Y Alleghany Corp 11 - $847.79 $53,264,000 88,231 5.11% 18,279,000 21,010 0.617    Surety & Title Insurance
   (AES)1 Year Chart         AES AES Corporation 12 New $17.93 $50,048,000 2,129,707 4.8% 50,048,000 2,129,707 0.32    Electric Utilities
   (ABX)1 Year Chart         ABX Barrick Gold Corp (USA) 13 - $16.64 $48,978,000 1,688,894 4.7% 33,678,000 1,144,589 0.095    Gold
   (JD)1 Year Chart         JD JD.com 14 - $27.39 $44,087,000 501,555 4.23% 20,551,000 198,303 0.038    Internet Service Prov...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 15 - $66.99 $41,545,000 177,392 3.99% 18,348,000 59,661 0.015    N/A
   (ELF)1 Year Chart         ELF E L F Beauty Inc 16 - $196.03 $39,315,000 1,560,736 3.77% 31,212,000 1,119,672 3.058    N/A
   (BECN)1 Year Chart         BECN Beacon Roofing Supply Inc 17 New $98.02 $26,469,000 658,606 2.54% 26,469,000 658,606 0.956    Building Materials Wh...
   (FMX)1 Year Chart         FMX Fomento Economico Mexicano ... 18 New $130.27 $18,673,000 246,449 1.79% 18,673,000 246,449 0.069    Beverage - Brewers
   (WW)1 Year Chart         WW WW International 19 New $37.35 $2,359,000 96,692 0.23% 2,359,000 96,692 0.142    Personal Services
   (KMX)1 Year Chart         KMX CarMax Inc 20 New $87.11 $2,295,000 24,291 0.22% 2,295,000 24,291 0.015    Auto Dealerships
   (DLTR)1 Year Chart         DLTR Dollar Tree Stores Inc 21 New $133.15 $2,240,000 20,737 0.21% 2,240,000 20,737 0.009    Discount, Variety Stores
   (BFT.U)1 Year Chart         BFT.U Foley Trasimene Acquisition... 22 - $0.00 $1,476,000 86,821 0.14% -6,728,000 -717,531 0.01    N/A
   (BYD)1 Year Chart         BYD Boyd Gaming Corp 23 New $67.32 $1,265,000 29,482 0.12% 1,265,000 29,482 0.026    Gambling/Resorts
   (WPF.U)1 Year Chart         WPF.U Foley Trasimene Acquistn Corp 24 - $0.00 $1,182,000 99,360 0.11% -371,000 -38,191 0.011    N/A
   (NEM)1 Year Chart         NEM Newmont Mining Corp 25 - $35.84 $1,094,000 18,265 0.1% -446,000 -5,998 0.002    Gold
   (GB)1 Year Chart         GB Global Blue Group Holding Ag 26 - $0.00 $289,000 22,209 0.03% 107,000 -4,039 0.013    N/A
   (TREB.U)1 Year Chart         TREB.U Trebia Acquisition Corp 28 Closed $0.00 $0 0 0% -1,486,000 -137,631 0    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 27 Closed $205.72 $0 0 0% -59,997,000 -338,736 0    Closed - End Fund - E...
   (FNV)1 Year Chart         FNV Franco-Nevada Corp 29 Closed $119.16 $0 0 0% -11,721,000 -83,975 0    Gold

      29 Records Found
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