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
$566M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$43.7M
2
+$22.1M
3
+$18.4M
4
ARMK icon
Aramark
ARMK
+$17M
5
BKD icon
Brookdale Senior Living
BKD
+$13.8M

Top Sells

1
+$26.2M
2
+$19.4M
3
+$19M
4
RKT
ROCK-TENN COMPANY CL-A
RKT
+$18.2M
5
MET icon
MetLife
MET
+$14.8M

Sector Composition

1 Consumer Discretionary 31.02%
2 Financials 19.42%
3 Communication Services 13.65%
4 Consumer Staples 13.34%
5 Industrials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-801,134
52
– –
0
53
– –
-275,000
54
– –
-110,000
55
– –
-550,000
56
– –
-800,000
57
– –
-160,000
58
– –
-302,550
1 2
3