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 |