13F-HR filed by Lomas Capital Management, LLC
Lomas Capital Management, LLC filed this 13F-HR for the quarter ended 2014-09-30, filed 2014-11-14, with 37 holding rows worth $515,511,000.
- Accession
- 0001172661-14-001785
- Filer
- CIK 1559972
- Filed
- 2014-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2014
A holdings report, 37 entries on the cover page, a total value of $515,511,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $515,511,000 with VALUE read as thousands by filing date, 13F file number 028-15278. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SEALED AIR CORP NEW | 81211K100 | COM | 1,111,012 | $38,752,000 | thousands by filing date | |
| LOUISIANA PAC CORP COM | 546347105 | Stock | 1,965,230 | $26,708,000 | thousands by filing date | |
| Gilead Sciences,Inc. | 375558103 | COM | 237,940 | $25,329,000 | thousands by filing date | |
| Dow Chemical Company | 260543103 | COM | 474,900 | $24,904,000 | thousands by filing date | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 369,898 | $24,891,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 387,200 | $20,823,000 | thousands by filing date | |
| Lowes Companies,Inc. | 548661107 | COM | 391,100 | $20,697,000 | thousands by filing date | |
| AXIALL CORP | 05463D100 | COM | 570,351 | $20,424,000 | thousands by filing date | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 698,100 | $18,025,000 | thousands by filing date | |
| MOELIS & CO | 60786M105 | CL A | 526,019 | $17,964,000 | thousands by filing date | |
| PANERA BREAD CO | 69840W108 | CL A | 108,500 | $17,655,000 | thousands by filing date | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 180,957 | $14,187,000 | thousands by filing date | |
| USBANCORPDEL | 902973304 | COM NEW | 334,490 | $14,088,000 | thousands by filing date | |
| LIBERTY GLOBAL PLC | G5480U120 | SHS CL C | 342,450 | $14,046,000 | thousands by filing date | |
| GREENHILL & CO INC COM | 395259104 | Stock | 271,036 | $12,601,000 | thousands by filing date | |
| SWIFT TRANSPORTATION CO | 87074U101 | COM | 581,750 | $12,205,000 | thousands by filing date | |
| GREEN PLAINS INC | 393222104 | COM | 324,900 | $12,148,000 | thousands by filing date | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 258,658 | $11,971,000 | thousands by filing date | |
| LENNAR CORP CL A | 526057104 | Stock | 306,700 | $11,909,000 | thousands by filing date | |
| GOOGLE INC | 38259P706 | CL C | 20,600 | $11,894,000 | thousands by filing date | |
| BANKUNITED INC | 06652K103 | COM | 389,200 | $11,867,000 | thousands by filing date | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 89,974 | $11,713,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 569,100 | $11,678,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 128,100 | $11,214,000 | thousands by filing date | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 126,000 | $10,668,000 | thousands by filing date | |
| ZOES KITCHEN INC | 98979J109 | COM | 323,700 | $9,957,000 | thousands by filing date | |
| CUMMINS INC COM | 231021106 | Stock | 74,000 | $9,767,000 | thousands by filing date | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 50,500 | $9,270,000 | thousands by filing date | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 210,000 | $8,822,000 | thousands by filing date | |
| MCGRAW HILL FINL INC | 580645109 | COM | 101,000 | $8,530,000 | thousands by filing date | |
| FIRST REPUBLIC BANK/SAN FRANCI | 33616C100 | COM | 163,000 | $8,049,000 | thousands by filing date | |
| LAZARD LTD-CLASS A | G54050102 | SHS A | 156,000 | $7,909,000 | thousands by filing date | |
| DIME CMNTY BANCSHARES INC COM | 253922108 | Stock | 450,000 | $6,480,000 | thousands by filing date | |
| ZIONS BANCORPORATION | 989701107 | COM | 182,000 | $5,289,000 | thousands by filing date | |
| COMERICAINC | 200340107 | COM | 105,000 | $5,235,000 | thousands by filing date | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 128,215 | $5,150,000 | thousands by filing date | |
| OUTERWALL INC | 690070107 | COM | 48,000 | $2,692,000 | thousands by filing date | put |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-14-001785 | this filing | 2014-11-14 | acceptance time not in the bulk data set |