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
$907M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$47.2M
3
+$34.4M
4
B
Barrick Mining
B
+$24.7M
5
NTR icon
Nutrien
NTR
+$18.1M

Top Sells

1
+$56M
2
+$44.7M
3
+$25.8M
4
META icon
Meta Platforms (Facebook)
META
+$25M
5
V icon
Visa
V
+$22.9M

Sector Composition

1 Materials 27.61%
2 Financials 20.58%
3 Communication Services 20.52%
4 Consumer Discretionary 13.29%
5 Consumer Staples 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.91M 0.85%
132,598
-35,049
27
$7.85M 0.84%
11,523
-12,794
28
– –
-17,766
29
– –
-79,609
30
– –
-92,657
31
– –
-471,093
32
– –
-993,353
33
– –
-357,710
34
– –
-5,000
35
– –
-5,713
36
– –
0
37
– –
-403,860
38
– –
0
39
– –
-146,966
1
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