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
1
$38M 6.81%
1,111,012
+598,782
2
$33.7M 6.05%
399,709
+43,972
3
$29.3M 5.25%
526,398
+18,448
4
$28M 5.02%
988,336
+507,399
5
$25.7M 4.61%
347,119
-3,351
6
$24M 4.31%
508,146
-67,175
7
$23.6M 4.23%
445,353
+95,132
8
$23M 4.13%
530,483
-3,910
9
$20.4M 3.66%
+246,490
10
$20.3M 3.64%
1,353,320
+55,252
11
$19.3M 3.46%
391,436
+29,946
12
$17.7M 3.17%
368,600
-50,292
13
$17M 3.04%
+191,000
14
$16.5M 2.96%
+491,019
15
$15.1M 2.71%
90,327
+22,618
16
$14.2M 2.55%
+432,600
17
$13.7M 2.46%
544,550
-136,538
18
$13.7M 2.46%
+115,206
19
$12.1M 2.16%
352,535
-237,295
20
$11.8M 2.12%
+413,131
21
$11.5M 2.07%
387,466
-324,371
22
$11.4M 2.04%
+216,400
23
$10.5M 1.89%
152,900
+26,282
24
$10.3M 1.85%
+95,000
25
$9.13M 1.64%
470,000
-81,893
1
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