Stock Taper

LOMAS CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q4 2020

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Melco Resorts & Entertainment LimitedMLCO3.3M$61.28M
Vertiv Holdings CoVRT2.86M$53.46M
The AES CorporationAES2.13M$50.05M
Anterix Inc.ATEX1.59M$59.95M
e.l.f. Beauty, Inc.ELF1.56M$39.31M
American Financial Group, Inc.AFG1.09M$95.71M
JD.com, Inc.JD501.56K$44.09M
Chubb LimitedCB484.54K$74.58M
T-Mobile US, Inc.TMUS431.52K$58.19M
Meta Platforms, Inc.META312.35K$85.32M
Fomento Económico Mexicano, S.A.B. de C.V.FMX246.45K$18.67M
Alibaba Group Holding LimitedBABA246.16K$57.29M
PayPal Holdings, Inc.PYPL177.39K$41.55M
WW International, Inc.WW96.69K$2.36M
Amazon.com, Inc.AMZN32.2K$104.88M
Boyd Gaming CorporationBYD29.48K$1.26M
CarMax, Inc.KMX24.29K$2.29M
Dollar Tree, Inc.DLTR20.74K$2.24M
Newmont CorporationNEM18.27K$1.09M