13F-HR filed by Lomas Capital Management, LLC
Lomas Capital Management, LLC filed this 13F-HR for the quarter ended 2019-03-31, filed 2019-05-15, with 34 holding rows worth $931,424,000.
- Accession
- 0001172661-19-001276
- Filer
- CIK 1559972
- Filed
- 2019-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2019
A holdings report, 34 entries on the cover page, a total value of $931,424,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $931,424,000 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 |
|---|---|---|---|---|---|---|
| RED ROCK RESORTS INC | 75700L108 | CL A | 2,575,982 | $66,573,000 | thousands by filing date | |
| BERRY GLOBAL GROUP INC | 08579W103 | COM | 1,179,816 | $63,552,000 | thousands by filing date | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 403,860 | $56,007,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 302,887 | $55,117,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 325,370 | $54,200,000 | thousands by filing date | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 258,009 | $51,820,000 | thousands by filing date | |
| DOWDUPONT INC | 26078J100 | COM | 838,525 | $44,651,000 | thousands by filing date | |
| SIMPLY GOOD FOODS CO COM | 82900L102 | Stock | 2,035,069 | $41,923,000 | thousands by filing date | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 217,495 | $41,739,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 356,649 | $39,586,000 | thousands by filing date | |
| BARRICK GOLD CORP | 067901108 | COM | 2,738,827 | $37,598,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 29,768 | $34,911,000 | thousands by filing date | |
| VOYA FINANCIAL INC COM | 929089100 | Stock | 691,932 | $34,566,000 | thousands by filing date | |
| BOYDGAMINGCORP | 103304101 | STOK | 1,095,404 | $29,968,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 105,100 | $29,686,000 | thousands by filing date | put |
| U S CONCRETE INC | 90333L201 | COM | 628,798 | $25,986,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 146,966 | $22,932,000 | thousands by filing date | |
| Cannae Holdings, Inc. | 13765N107 | Common Stock, $0.0001 par value | 933,151 | $22,638,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 124,500 | $22,367,000 | thousands by filing date | put |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 91,406 | $16,026,000 | thousands by filing date | |
| NVR INC COM | 62944T105 | Stock | 5,713 | $15,808,000 | thousands by filing date | |
| PDVWIRELESS INC | 69290R104 | COM | 424,593 | $14,929,000 | thousands by filing date | |
| ALLEGHANY CORP DEL | 017175100 | COM | 24,317 | $14,892,000 | thousands by filing date | |
| AMERICAN FINANCIAL GROUP INC COM | 025932104 | Stock | 140,729 | $13,539,000 | thousands by filing date | |
| FOX CORP | 35137L204 | CL B COM | 357,710 | $12,826,000 | thousands by filing date | |
| VULCAN MATLS CO COM | 929160109 | Stock | 94,746 | $11,218,000 | thousands by filing date | |
| M & T BK CORP COM | 55261F104 | Stock | 66,661 | $10,467,000 | thousands by filing date | |
| CASEYS GEN STORES INC | 147528103 | COM | 79,609 | $10,251,000 | thousands by filing date | |
| LAZARD LTD-CLASS A | G54050102 | SHS A | 276,343 | $9,987,000 | thousands by filing date | |
| AXIS CAP HLDGS LTD SHS | G0692U109 | Stock | 167,647 | $9,188,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 17,766 | $7,592,000 | thousands by filing date | |
| COMERICAINC | 200340107 | COM | 92,657 | $6,797,000 | thousands by filing date | |
| CERAGON NETWORKS LTD ORD | M22013102 | Stock | 471,093 | $1,692,000 | thousands by filing date | |
| LYFT INC | 55087P104 | CL A COM | 5,000 | $392,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-19-001276 | this filing | 2019-05-15 | acceptance time not in the bulk data set |