Lomas Capital Management’s e.l.f. Beauty ELF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$39.3M Buy
1,560,736
+1,119,672
+254% +$28.2M 3.77% 16
2020
Q3
$8.1M Buy
441,064
+37,815
+9% +$695K 1.32% 18
2020
Q2
$7.69M Sell
403,249
-3,014,450
-88% -$57.5M 1.63% 18
2020
Q1
$33.6M Buy
3,417,699
+3,198,350
+1,458% +$31.5M 3.35% 14
2019
Q4
$3.54M Buy
+219,349
New +$3.54M 0.35% 28