0001172661-14-001785.txt : 20141114 0001172661-14-001785.hdr.sgml : 20141114 20141114074257 ACCESSION NUMBER: 0001172661-14-001785 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141114 DATE AS OF CHANGE: 20141114 EFFECTIVENESS DATE: 20141114 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: 141220507 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 primary_doc.xml 13F-HR LIVE false true false 0001559972 XXXXXXXX 09-30-2014 09-30-2014 false Lomas Capital Management, LLC

500 Park Avenue, Fourth Floor New York NY 10022

13F HOLDINGS REPORT 028-15278 N John Del Virginia 646-569-3211 /s/ John Del Virginia New York NY 11-14-2014 0 37 515511 INFORMATION TABLE 2 infotable.xml AIR PRODS & CHEMS INC COM 009158106 11713 89974 SH SOLE 89974 0 0 AMERICAN EXPRESS CO COM 025816109 11214 128100 SH SOLE 128100 0 0 AXIALL CORP COM 05463D100 20424 570351 SH SOLE 570351 0 0 BANKUNITED INC COM 06652K103 11867 389200 SH SOLE 389200 0 0 CARNIVAL CORP PAIRED CTF 143658300 5150 128215 SH SOLE 128215 0 0 COMCAST CORP NEW CL A 20030N101 20823 387200 SH SOLE 387200 0 0 COMERICA INC COM 200340107 5235 105000 SH SOLE 105000 0 0 CUMMINS INC COM 231021106 9767 74000 SH SOLE 74000 0 0 D R HORTON INC COM 23331A109 11678 569100 SH SOLE 569100 0 0 DIME CMNTY BANCSHARES COM 253922108 6480 450000 SH SOLE 450000 0 0 DOW CHEM CO COM 260543103 24904 474900 SH SOLE 474900 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 8049 163000 SH SOLE 163000 0 0 GILEAD SCIENCES INC COM 375558103 25329 237940 SH SOLE 237940 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 9270 50500 SH SOLE 50500 0 0 GOOGLE INC CL C 38259P706 11894 20600 SH SOLE 20600 0 0 GREEN PLAINS INC COM 393222104 12148 324900 SH SOLE 324900 0 0 GREENHILL & CO INC COM 395259104 12601 271036 SH SOLE 271036 0 0 JD COM INC SPON ADR CL A 47215P106 18025 698100 SH SOLE 698100 0 0 LAZARD LTD SHS A G54050102 7909 156000 SH SOLE 156000 0 0 LENNAR CORP CL A 526057104 11909 306700 SH SOLE 306700 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 14046 342450 SH SOLE 342450 0 0 LOUISIANA PAC CORP COM 546347105 26708 1965230 SH SOLE 1965230 0 0 LOWES COS INC COM 548661107 20697 391100 SH SOLE 391100 0 0 LULULEMON ATHLETICA INC COM 550021109 8822 210000 SH SOLE 210000 0 0 MARATHON PETE CORP COM 56585A102 10668 126000 SH SOLE 126000 0 0 MCGRAW HILL FINL INC COM 580645109 8530 101000 SH SOLE 101000 0 0 MOELIS & CO CL A 60786M105 17964 526019 SH SOLE 526019 0 0 OUTERWALL INC COM 690070107 2692 48000 SH Put SOLE 48000 0 0 PANERA BREAD CO CL A 69840W108 17655 108500 SH SOLE 108500 0 0 PRICE T ROWE GROUP INC COM 74144T108 14187 180957 SH SOLE 180957 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 24891 369898 SH SOLE 369898 0 0 SEALED AIR CORP NEW COM 81211K100 38752 1111012 SH SOLE 1111012 0 0 SWIFT TRANSN CO CL A 87074U101 12205 581750 SH SOLE 581750 0 0 UNITED CONTL HLDGS INC COM 910047109 11971 258658 SH SOLE 258658 0 0 US BANCORP DEL COM NEW 902973304 14088 334490 SH SOLE 334490 0 0 ZIONS BANCORPORATION COM 989701107 5289 182000 SH SOLE 182000 0 0 ZOES KITCHEN INC COM 98979J109 9957 323700 SH SOLE 323700 0 0