LCM

Lomas Capital Management Portfolio holdings

AUM $1.04B
1-Year Est. Return 24.16%
This Quarter Est. Return
1 Year Est. Return
+24.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$752M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$32.8M
3
+$32.4M
4
SPOT icon
Spotify
SPOT
+$32M
5
SMPL icon
Simply Good Foods
SMPL
+$30M

Top Sells

1
+$41.7M
2
+$22.1M
3
+$20.1M
4
MTB icon
M&T Bank
MTB
+$19.4M
5
MOMO
Hello Group
MOMO
+$18.7M

Sector Composition

1 Communication Services 34.85%
2 Consumer Discretionary 19.16%
3 Financials 15.16%
4 Materials 14.93%
5 Utilities 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.27M 0.83%
+74,957
27
$6.25M 0.83%
121,022
-26,332
28
$6.05M 0.8%
42,239
-135,754
29
$5.87M 0.78%
359,394
+24,237
30
$5.12M 0.68%
+234,422
31
$1.9M 0.25%
+502,140
32
– –
-58,045
33
– –
-168,318
34
– –
-42,616
35
– –
-129,433
36
– –
-169,629
37
– –
-127,000
38
– –
-1,006,015
39
– –
-426,331
40
– –
-121,017
41
– –
-191,904
42
– –
-91,439
43
– –
-485,541
44
– –
-259,416
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