0001172661-13-000483.txt : 20130214 0001172661-13-000483.hdr.sgml : 20130214 20130214100315 ACCESSION NUMBER: 0001172661-13-000483 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130214 DATE AS OF CHANGE: 20130214 EFFECTIVENESS DATE: 20130214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lomas Capital Management, LLC CENTRAL INDEX KEY: 0001559972 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15278 FILM NUMBER: 13607148 BUSINESS ADDRESS: STREET 1: 500 PARK AVENUE, FOURTH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: (646) 569-3200 MAIL ADDRESS: STREET 1: 500 PARK AVENUE, FOURTH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 lomascapital4q12.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2012 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Lomas Capital Management, LLC Address: 500 Park Avenue, 4th Floor New York, New York 10022 13F File Number: 028- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: John Del Virginia Title: Chief Financial Officer Phone: 646-569-3211 Signature, Place, and Date of Signing: /s/ John Del Virginia New York, New York February 14, 2013 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 32 Form 13F Information Table Value Total: $228,274 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AMERICAN AXLE & MFG HLDGS IN COM 024061103 5421 484000 SH SOLE 484000 0 0 ARCH CAP GROUP LTD ORD G0450A105 2861 65000 SH SOLE 65000 0 0 CHUBB CORP COM 171232101 5649 75000 SH SOLE 75000 0 0 CON-WAY INC COM 205944101 7651 275000 SH SOLE 275000 0 0 DIME CMNTY BANCSHARES COM 253922108 2258 162586 SH SOLE 162586 0 0 EAGLE MATERIALS INC COM 26969P108 5236 89500 SH SOLE 89500 0 0 EBAY INC COM 278642103 10295 201868 SH SOLE 201868 0 0 GREAT LAKES DREDGE & DOCK CO COM 390607109 2679 300000 SH SOLE 300000 0 0 HOME DEPOT INC COM 437076102 7343 118715 SH SOLE 118715 0 0 JPMORGAN CHASE & CO COM 46625H100 10113 230000 SH SOLE 230000 0 0 LAMAR ADVERTISING CO CL A 512815101 10173 262539 SH SOLE 262539 0 0 LAS VEGAS SANDS CORP COM 517834107 6370 138000 SH SOLE 138000 0 0 LOWES COS INC COM 548661107 9991 281282 SH SOLE 281282 0 0 M & T BK CORP COM 55261F104 13835 140500 SH SOLE 140500 0 0 MARATHON PETE CORP COM 56585A102 8303 131800 SH SOLE 131800 0 0 MARTIN MARIETTA MATLS INC COM 573284106 5327 56500 SH SOLE 56500 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 9757 191200 SH SOLE 191200 0 0 MUELLER INDS INC COM 624756102 11049 220845 SH SOLE 220845 0 0 OWENS CORNING NEW COM 690742101 13557 366500 SH SOLE 366500 0 0 PACWEST BANCORP DEL COM 695263103 6205 250500 SH SOLE 250500 0 0 PRICE T ROWE GROUP INC COM 74144T108 2930 45000 SH SOLE 45000 0 0 PRICELINE COM INC COM NEW 741503403 2482 4000 SH SOLE 4000 0 0 PRUDENTIAL FINL INC COM 744320102 2667 50000 SH SOLE 50000 0 0 REALOGY HLDGS CORP COM 75605Y106 7452 177600 SH SOLE 177600 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 4879 143500 SH SOLE 143500 0 0 SCHWAB CHARLES CORP NEW COM 808513105 9406 655000 SH SOLE 655000 0 0 SEALED AIR CORP NEW COM 81211K100 10445 596500 SH SOLE 596500 0 0 SVB FINL GROUP COM 78486Q101 2799 50000 SH SOLE 50000 0 0 TRIPADVISOR INC COM 896945201 3165 75500 SH SOLE 75500 0 0 UNITED PARCEL SERVICE INC CL B 911312106 14576 197700 SH SOLE 197700 0 0 VISA INC COM CL A 92826C839 10348 68268 SH SOLE 68268 0 0 WINNEBAGO INDS INC COM 974637100 3052 178179 SH SOLE 178179 0 0