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
$555M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$20.5M
2 +$20.4M
3 +$17M
4
MC icon
Moelis & Co
MC
+$16.5M
5
PRKS icon
United Parks & Resorts
PRKS
+$14.4M

Top Sells

1 +$22M
2 +$16.4M
3 +$14.5M
4
CAR icon
Avis
CAR
+$12.9M
5
MLM icon
Martin Marietta Materials
MLM
+$12.1M

Sector Composition

1 Financials 27.11%
2 Consumer Discretionary 23.62%
3 Industrials 14.66%
4 Materials 13.51%
5 Healthcare 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-224,000