0001172661-15-000538.txt : 20150218 0001172661-15-000538.hdr.sgml : 20150216 20150217074423 ACCESSION NUMBER: 0001172661-15-000538 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150217 DATE AS OF CHANGE: 20150217 EFFECTIVENESS DATE: 20150217 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: 15617915 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 12-31-2014 12-31-2014 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 02-17-2015 0 41 568563 INFORMATION TABLE 2 infotable.xml AIR PRODS & CHEMS INC COM 009158106 21284 147574 SH SOLE 147574 0 0 AXIALL CORP COM 05463D100 9343 220000 SH SOLE 220000 0 0 BANKUNITED INC COM 06652K103 19743 681501 SH SOLE 681501 0 0 BERRY PLASTICS GROUP INC COM 08579W103 12977 411300 SH SOLE 411300 0 0 BROOKDALE SR LIVING INC COM 112463104 15401 420000 SH SOLE 420000 0 0 CARNIVAL CORP PAIRED CTF 143658300 20861 460200 SH SOLE 460200 0 0 CDK GLOBAL INC COM 12508E101 5816 142700 SH SOLE 142700 0 0 DIME CMNTY BANCSHARES COM 253922108 8140 500000 SH SOLE 500000 0 0 DISNEY WALT CO COM DISNEY 254687106 5613 59588 SH SOLE 59588 0 0 DOLLAR GEN CORP NEW COM 256677105 12995 183804 SH SOLE 183804 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 5473 105000 SH SOLE 105000 0 0 GILEAD SCIENCES INC COM 375558103 8779 93140 SH SOLE 93140 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 14687 75776 SH SOLE 75776 0 0 HARLEY DAVIDSON INC COM 412822108 18534 281200 SH SOLE 281200 0 0 INTRAWEST RESORTS HLDGS INC COM 46090K109 5649 473121 SH SOLE 473121 0 0 JD COM INC SPON ADR CL A 47215P106 13254 572750 SH SOLE 572750 0 0 LAZARD LTD SHS A G54050102 5680 113524 SH SOLE 113524 0 0 LENNAR CORP CL A 526057104 14982 334350 SH SOLE 334350 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 7536 156000 SH SOLE 156000 0 0 LOUISIANA PAC CORP COM 546347105 31926 1927854 SH SOLE 1927854 0 0 LULULEMON ATHLETICA INC COM 550021109 14193 254400 SH SOLE 254400 0 0 MANITOWOC INC COM 563571108 4420 200000 SH SOLE 200000 0 0 MCGRAW HILL FINL INC COM 580645109 6140 69000 SH SOLE 69000 0 0 MOELIS & CO CL A 60786M105 25360 726019 SH SOLE 726019 0 0 NETFLIX INC COM 64110L106 18417 53914 SH SOLE 53914 0 0 PINNACLE ENTMT INC COM 723456109 8678 390000 SH SOLE 390000 0 0 PRUDENTIAL FINL INC COM 744320102 14203 157000 SH SOLE 157000 0 0 REALOGY HLDGS CORP COM 75605Y106 28582 642454 SH SOLE 642454 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 12785 155098 SH SOLE 155098 0 0 SCHWAB CHARLES CORP NEW COM 808513105 23615 782200 SH SOLE 782200 0 0 SEALED AIR CORP NEW COM 81211K100 35779 843262 SH SOLE 843262 0 0 SOUTHWESTERN ENERGY CO COM 845467109 4912 180000 SH SOLE 180000 0 0 SWIFT TRANSN CO CL A 87074U101 15317 535000 SH SOLE 535000 0 0 SYSCO CORP COM 871829107 11891 299600 SH SOLE 299600 0 0 TEMPUR SEALY INTL INC COM 88023U101 10982 200000 SH SOLE 200000 0 0 TYSON FOODS INC CL A 902494103 22856 570100 SH SOLE 570100 0 0 UNITED CONTL HLDGS INC COM 910047109 13003 194400 SH SOLE 194400 0 0 UNITED PARCEL SERVICE INC CL B 911312106 6670 60000 SH SOLE 60000 0 0 VOYA FINL INC COM 929089100 14224 335635 SH SOLE 335635 0 0 ZIONS BANCORPORATION COM 989701107 5417 190000 SH SOLE 190000 0 0 ZOES KITCHEN INC COM 98979J109 12446 416119 SH SOLE 416119 0 0