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13F-HR filed by Lomas Capital Management, LLC

Lomas Capital Management, LLC filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-02-16, with 26 holding rows worth $1,042,333,000.

Accession
0001172661-21-000417
Filed
2021-02-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2020

A holdings report, 26 entries on the cover page, a total value of $1,042,333,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,042,333,000 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 filedCUSIPClassAmountValueValue read asType
Amazon.com, Inc023135106COM32,201$104,876,000thousands by filing date
AMERICAN FINANCIAL GROUP INC COM025932104Stock1,092,330$95,710,000thousands by filing date
META PLATFORMS INC CL A30303M102COM312,347$85,321,000thousands by filing date
Chubb LimitedH1467J104COM484,544$74,581,000thousands by filing date
MELCO RESORTS & ENTERTAINMENT585464100ADR3,303,345$61,277,000thousands by filing date
ANTERIX INC03676C100COMMON STOCK1,594,396$59,949,000thousands by filing date
T-Mobile US,Inc.872590104COM431,524$58,191,000thousands by filing date
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS246,165$57,290,000thousands by filing date
ZOOMINFO TECHNOLOGIES INC COMMON STOCK98980F104Stock1,183,886$57,099,000thousands by filing date
VERTIV HOLDINGS CO COM CL A92537N108Stock2,863,425$53,460,000thousands by filing date
ALLEGHANY CORP DEL017175100COM88,231$53,264,000thousands by filing date
AES CORP COM00130H105Stock2,129,707$50,048,000thousands by filing date
BARRICK GOLD CORP067901108COM1,688,894$48,978,000thousands by filing date
JD.COM INC SPON ADS CL A47215P106ADR501,555$44,087,000thousands by filing date
PAYPALHLDGSINC70450Y103STOK177,392$41,545,000thousands by filing date
ELFBEAUTYINC26856L103STOK1,560,736$39,315,000thousands by filing date
BEACON ROOFING SUPPLY INC073685109COM658,606$26,469,000thousands by filing date
FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS344419106ADR246,449$18,673,000thousands by filing date
WW INTL INC98262P101COM96,692$2,359,000thousands by filing date
CARMAX INC COM143130102Stock24,291$2,295,000thousands by filing date
DOLLAR TREE INC COM256746108Stock20,737$2,240,000thousands by filing date
FOLEY TRASIMENE ACQUISITION344328208UNIT 99/99/999986,821$1,476,000thousands by filing date
BOYDGAMINGCORP103304101STOK29,482$1,265,000thousands by filing date
FOLEY TRASIMENE ACQUISTN COR34431F203UNIT 99/99/999999,360$1,182,000thousands by filing date
NEWMONT CORP651639106COM18,265$1,094,000thousands by filing date
GLOBAL BLUE GROUP HOLDING AG ORD SHSH33700107Stock22,209$289,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-21-000417this filing2021-02-16acceptance time not in the bulk data set