Lomas Capital Management

Lomas Capital Management as of Dec. 31, 2016

Portfolio Holdings for Lomas Capital Management

Lomas Capital Management holds 32 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Inc Class C cs (GOOG) 9.8 $44M 57k 771.81
Progressive Corporation (PGR) 7.7 $35M 986k 35.50
Take-Two Interactive Software (TTWO) 7.6 $34M 695k 49.29
Spdr S&p 500 Etf (SPY) 5.6 $25M 113k 223.53
Visa (V) 4.6 $21M 267k 78.02
U.S. Bancorp (USB) 4.5 $21M 401k 51.37
Berry Plastics (BERY) 4.5 $21M 423k 48.73
Lowe's Companies (LOW) 4.0 $18M 257k 71.12
Marsh & McLennan Companies (MMC) 3.9 $17M 258k 67.59
Facebook Inc cl a (META) 3.5 $16M 136k 115.05
Electronic Arts (EA) 2.9 $13M 169k 78.76
Hldgs (UAL) 2.9 $13M 182k 72.87
Manitowoc Company 2.8 $13M 2.1M 5.98
Netflix (NFLX) 2.7 $12M 100k 123.79
Manchester Utd Plc New Ord Cl (MANU) 2.6 $12M 842k 14.25
Molson Coors Brewing Company (TAP) 2.6 $12M 123k 97.31
Goldman Sachs (GS) 2.6 $12M 50k 239.46
Habit Restaurants Inc/the-a 2.6 $12M 684k 17.25
Charles Schwab Corporation (SCHW) 2.5 $12M 291k 39.47
Athene Holding Ltd Cl A 2.4 $11M 230k 47.99
Constellation Brands (STZ) 1.9 $8.4M 55k 153.30
Prudential Financial (PRU) 1.8 $8.3M 80k 104.07
Starbucks Corporation (SBUX) 1.8 $8.0M 144k 55.52
Marriott International (MAR) 1.7 $7.6M 92k 82.69
Alibaba Group Holding (BABA) 1.7 $7.6M 86k 87.81
Estee Lauder Companies (EL) 1.4 $6.5M 86k 76.49
Comcast Corporation (CMCSA) 1.4 $6.5M 94k 69.05
Voya Financial (VOYA) 1.2 $5.6M 142k 39.22
Allstate Corporation (ALL) 1.2 $5.5M 75k 74.12
Mobileye 1.2 $5.5M 143k 38.11
eBay (EBAY) 1.2 $5.4M 183k 29.69
McKesson Corporation (MCK) 0.9 $3.9M 28k 140.45