LCM
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Lomas Capital Management’s Melco Resorts & Entertainment MLCO Stock Holding History

Lomas Capital Management’s Portfolio MLCO Stock Details MLCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		$61.3M Buy
3,303,345
+1,433,385
+77% +$26.6M 5.88% 5
2020
Q3 		$31.1M Sell
1,869,960
-430,673
-19% -$7.17M 5.09% 12
2020
Q2 		$35.7M Sell
2,300,633
-1,160,743
-34% -$18M 7.58% 7
2020
Q1 		$42.9M Buy
+3,461,376
New +$42.9M 4.28% 12