Lomas Capital Management, LLC: MLM position timeline

Lomas Capital Management, LLC held 0 MLM shares at 2020-03-31 per its 13F-HR filed 2020-05-15.

the latest 13F is the newest step

1. period ended2020-03-31

   13F 0 shares

   Change vs previous 13F -281,195 shares

   13F-HR 0001172661-20-001312 filed by Lomas Capital Management, LLC
   Filed 2020-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2019-12-31

   13F 281,195 shares

   Change vs previous 13F +23,297 shares

   7.75% of the 13F portfolio, value $78,634,000.

   13F-HR 0001172661-20-000497 filed by Lomas Capital Management, LLC
   Filed 2020-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2019-09-30

   13F 257,898 shares

   Change vs previous 13F -5,380 shares

   7.51% of the 13F portfolio, value $70,690,000.

   13F-HR 0001172661-19-002251 filed by Lomas Capital Management, LLC
   Filed 2019-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2019-06-30

   13F 263,278 shares

   Change vs previous 13F +5,269 shares

   6.68% of the 13F portfolio, value $60,583,000.

   13F-HR 0001172661-19-001760 filed by Lomas Capital Management, LLC
   Filed 2019-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2019-03-31

   13F 258,009 shares

   Change vs previous 13F not available

   5.89% of the 13F portfolio, value $51,820,000.

   13F-HR 0001172661-19-001276 filed by Lomas Capital Management, LLC
   Filed 2019-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

   Acceptance time not in the bulk data set (spec §4.2).