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
$513M
AUM Growth
-$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$18M
3
+$17.7M
4
LEN icon
Lennar Class A
LEN
+$11.9M
5
DHI icon
D.R. Horton
DHI
+$11.7M

Top Sells

1
+$28M
2
+$25.7M
3
+$23.6M
4
TROW icon
T. Rowe Price
TROW
+$17.2M
5
PRU icon
Prudential Financial
PRU
+$17M

Sector Composition

1 Consumer Discretionary 32.67%
2 Financials 24.3%
3 Materials 13.49%
4 Industrials 11.83%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-95,000
52
– –
-80,000
53
– –
-101,845
1 2
3