LOMAS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2020
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MLCO | 3.30M | $61.28M |
 | VRT | 2.86M | $53.46M |
 | AES | 2.13M | $50.05M |
 | ATEX | 1.59M | $59.95M |
 | ELF | 1.56M | $39.31M |
 | AFG | 1.09M | $95.71M |
 | JD | 502K | $44.09M |
 | CB | 485K | $74.58M |
 | TMUS | 432K | $58.19M |
 | META | 312K | $85.32M |
 | FMX | 246K | $18.67M |
 | BABA | 246K | $57.29M |
 | PYPL | 177K | $41.55M |
 | WW | 97K | $2.36M |
 | AMZN | 32K | $104.88M |
 | BYD | 29K | $1.26M |
 | KMX | 24K | $2.29M |
 | DLTR | 21K | $2.24M |
 | NEM | 18K | $1.09M |
Melco Resorts & Entertainment Limited
MLCO
Shares Held
3.30M
Value
$61.28M
Vertiv Holdings Co
VRT
Shares Held
2.86M
Value
$53.46M
The AES Corporation
AES
Shares Held
2.13M
Value
$50.05M
Anterix Inc.
ATEX
Shares Held
1.59M
Value
$59.95M
e.l.f. Beauty, Inc.
ELF
Shares Held
1.56M
Value
$39.31M
American Financial Group, Inc.
AFG
Shares Held
1.09M
Value
$95.71M
JD.com, Inc.
JD
Shares Held
502K
Value
$44.09M
Chubb Limited
CB
Shares Held
485K
Value
$74.58M
T-Mobile US, Inc.
TMUS
Shares Held
432K
Value
$58.19M
Meta Platforms, Inc.
META
Shares Held
312K
Value
$85.32M
Fomento Económico Mexicano, S.A.B. de C.V.
FMX
Shares Held
246K
Value
$18.67M
Alibaba Group Holding Limited
BABA
Shares Held
246K
Value
$57.29M
PayPal Holdings, Inc.
PYPL
Shares Held
177K
Value
$41.55M
WW International, Inc.
WW
Shares Held
97K
Value
$2.36M
Amazon.com, Inc.
AMZN
Shares Held
32K
Value
$104.88M
Boyd Gaming Corporation
BYD
Shares Held
29K
Value
$1.26M
CarMax, Inc.
KMX
Shares Held
24K
Value
$2.29M
Dollar Tree, Inc.
DLTR
Shares Held
21K
Value
$2.24M
Newmont Corporation
NEM
Shares Held
18K
Value
$1.09M