Lomas Capital Management

Lomas Capital Management as of Dec. 31, 2015

Portfolio Holdings for Lomas Capital Management

Lomas Capital Management holds 39 positions in its portfolio as reported in the December 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Inc Class C cs (GOOG) 8.9 $51M 68k 758.87
Visa (V) 5.0 $29M 369k 77.55
General Electric Company 4.4 $25M 816k 31.15
Aramark Hldgs (ARMK) 4.3 $25M 766k 32.25
Brookdale Senior Living (BKD) 4.2 $24M 1.3M 18.46
Facebook Inc cl a (META) 4.2 $24M 229k 104.66
Moelis & Co (MC) 3.5 $20M 679k 29.18
Sealed Air (SEE) 3.4 $20M 439k 44.60
Lennar Corporation (LEN) 3.4 $19M 394k 48.91
Penn National Gaming (PENN) 3.4 $19M 1.2M 16.02
Tyson Foods (TSN) 3.3 $19M 351k 53.33
BlackRock (BLK) 3.1 $18M 52k 340.50
Dollar General (DG) 2.9 $17M 233k 71.87
Zoetis Inc Cl A (ZTS) 2.8 $16M 340k 47.92
Habit Restaurants Inc/the-a 2.8 $16M 690k 23.06
AutoNation (AN) 2.7 $16M 260k 59.66
U.S. Bancorp (USB) 2.5 $14M 335k 42.67
Arch Capital Group (ACGL) 2.5 $14M 205k 69.75
Norwegian Cruise Line Hldgs (NCLH) 2.5 $14M 243k 58.60
Jd (JD) 2.4 $14M 432k 32.26
Lowe's Companies (LOW) 2.3 $13M 174k 76.04
Berry Plastics (BERY) 2.2 $13M 350k 36.18
Realogy Hldgs (HOUS) 2.1 $12M 327k 36.67
Manchester Utd Plc New Ord Cl (MANU) 2.0 $12M 660k 17.81
Goldman Sachs (GS) 2.0 $11M 63k 180.22
Coty Inc Cl A (COTY) 2.0 $11M 440k 25.63
Steel Dynamics (STLD) 1.9 $11M 605k 17.87
Voya Financial (VOYA) 1.9 $11M 290k 36.91
Comcast Corporation (CMCSA) 1.9 $11M 188k 56.43
Spdr S&p 500 Etf (SPY) 1.4 $8.2M 40k 203.88
Zoe's Kitchen 1.3 $7.5M 269k 27.98
Constellation Brands (STZ) 1.2 $7.1M 50k 142.42
Lululemon Athletica (LULU) 1.1 $6.0M 115k 52.47
American National Insurance Company 1.0 $5.8M 57k 102.26
Bankunited (BKU) 1.0 $5.8M 160k 36.06
Mead Johnson Nutrition 1.0 $5.7M 72k 78.94
First Republic Bank/san F (FRCB) 1.0 $5.6M 85k 66.06
Wingstop (WING) 0.3 $1.9M 85k 22.80
Ctrip.com International 0.2 $1.4M 30k 46.33