13F-HR filed by Lomas Capital Management, LLC
Lomas Capital Management, LLC filed this 13F-HR for the quarter ended 2014-12-31, filed 2015-02-17, with 41 holding rows worth $568,563,000.
- Accession
- 0001172661-15-000538
- Filer
- CIK 1559972
- Filed
- 2015-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2014
A holdings report, 41 entries on the cover page, a total value of $568,563,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $568,563,000 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 | 843,262 | $35,779,000 | thousands by filing date | |
| LOUISIANA PAC CORP COM | 546347105 | Stock | 1,927,854 | $31,926,000 | thousands by filing date | |
| Anywhere Real Estate Inc | 75605Y106 | Common Stock | 642,454 | $28,582,000 | thousands by filing date | |
| MOELIS & CO | 60786M105 | CL A | 726,019 | $25,360,000 | thousands by filing date | |
| Charles Schwab Corp | 808513105 | COM | 782,200 | $23,615,000 | thousands by filing date | |
| TYSON FOODS INC CL A | 902494103 | Stock | 570,100 | $22,856,000 | thousands by filing date | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 147,574 | $21,284,000 | thousands by filing date | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 460,200 | $20,861,000 | thousands by filing date | |
| BANKUNITED INC | 06652K103 | COM | 681,501 | $19,743,000 | thousands by filing date | |
| HARLEY DAVIDSON INC COM | 412822108 | Stock | 281,200 | $18,534,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 53,914 | $18,417,000 | thousands by filing date | |
| BROOKDALE SR LIVING INC | 112463104 | COM | 420,000 | $15,401,000 | thousands by filing date | |
| SWIFT TRANSPORTATION CO | 87074U101 | COM | 535,000 | $15,317,000 | thousands by filing date | |
| LENNAR CORP CL A | 526057104 | Stock | 334,350 | $14,982,000 | thousands by filing date | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 75,776 | $14,687,000 | thousands by filing date | |
| VOYA FINANCIAL INC COM | 929089100 | Stock | 335,635 | $14,224,000 | thousands by filing date | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 157,000 | $14,203,000 | thousands by filing date | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 254,400 | $14,193,000 | thousands by filing date | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 572,750 | $13,254,000 | thousands by filing date | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 194,400 | $13,003,000 | thousands by filing date | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 183,804 | $12,995,000 | thousands by filing date | |
| BERRY GLOBAL GROUP INC | 08579W103 | COM | 411,300 | $12,977,000 | thousands by filing date | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 155,098 | $12,785,000 | thousands by filing date | |
| ZOES KITCHEN INC | 98979J109 | COM | 416,119 | $12,446,000 | thousands by filing date | |
| SYSCOCORP | 871829107 | COM | 299,600 | $11,891,000 | thousands by filing date | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 200,000 | $10,982,000 | thousands by filing date | |
| AXIALL CORP | 05463D100 | COM | 220,000 | $9,343,000 | thousands by filing date | |
| Gilead Sciences,Inc. | 375558103 | COM | 93,140 | $8,779,000 | thousands by filing date | |
| PINNACLE ENTMT INC | 723456109 | COM | 390,000 | $8,678,000 | thousands by filing date | |
| DIME CMNTY BANCSHARES INC COM | 253922108 | Stock | 500,000 | $8,140,000 | thousands by filing date | |
| LIBERTY GLOBAL PLC | G5480U120 | SHS CL C | 156,000 | $7,536,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 60,000 | $6,670,000 | thousands by filing date | |
| MCGRAW HILL FINL INC | 580645109 | COM | 69,000 | $6,140,000 | thousands by filing date | |
| CDK GLOBAL INC | 12508E101 | COM | 142,700 | $5,816,000 | thousands by filing date | |
| LAZARD LTD-CLASS A | G54050102 | SHS A | 113,524 | $5,680,000 | thousands by filing date | |
| INTRAWEST RESORTS HLDGS INC | 46090K109 | COM | 473,121 | $5,649,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 59,588 | $5,613,000 | thousands by filing date | |
| FIRST REPUBLIC BANK/SAN FRANCI | 33616C100 | COM | 105,000 | $5,473,000 | thousands by filing date | |
| ZIONS BANCORPORATION | 989701107 | COM | 190,000 | $5,417,000 | thousands by filing date | |
| SOUTHWESTERN ENERGY CO | 845467109 | COM | 180,000 | $4,912,000 | thousands by filing date | |
| MANITOWOC COMPANY INC | 563571108 | COM | 200,000 | $4,420,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-15-000538 | this filing | 2015-02-17 | acceptance time not in the bulk data set |