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
$942M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$53.3M
3
+$47.9M
4
BYD icon
Boyd Gaming
BYD
+$22.4M
5
WORK
Slack Technologies, Inc.
WORK
+$19.5M

Top Sells

1
+$64.4M
2
+$50.2M
3
+$29.5M
4
NTR icon
Nutrien
NTR
+$18.1M
5
B
Barrick Mining
B
+$17.1M

Sector Composition

1 Communication Services 25.04%
2 Financials 16.98%
3 Materials 16.8%
4 Consumer Discretionary 16.7%
5 Consumer Staples 13.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.52M 0.68%
+332,382
27
$3.53M 0.37%
+189,515
28
$1.65M 0.17%
+97,928
29
– –
-220,718
30
– –
-132,598
31
– –
-232,770
32
– –
-409,942
33
– –
-338,612
34
– –
0
35
– –
-1,374,046
36
– –
-1,333,863
1
2