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
$569M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$23.6M
3
+$22.9M
4
HOG icon
Harley-Davidson
HOG
+$18.5M
5
NFLX icon
Netflix
NFLX
+$18.4M

Top Sells

1
+$24.9M
2
+$20.8M
3
+$20.7M
4
RCL icon
Royal Caribbean
RCL
+$17.7M
5
PNRA
Panera Bread Co
PNRA
+$17.7M

Sector Composition

1 Consumer Discretionary 27.05%
2 Financials 24.13%
3 Industrials 13.57%
4 Consumer Staples 8.4%
5 Materials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-252,000
52
– –
-180,957
53
– –
-334,490
54
– –
-271,036
55
– –
-108,500
56
– –
0
1 2
3