0001172661-20-000497.txt : 20200214 0001172661-20-000497.hdr.sgml : 20200214 20200214085050 ACCESSION NUMBER: 0001172661-20-000497 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200214 EFFECTIVENESS DATE: 20200214 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: 20614275 BUSINESS ADDRESS: STREET 1: 650 MADISON AVE STREET 2: 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: (646) 569-3200 MAIL ADDRESS: STREET 1: 650 MADISON AVE STREET 2: 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001559972 XXXXXXXX 12-31-2019 12-31-2019 false Lomas Capital Management, LLC

650 Madison Ave 15th Floor New York NY 10022

13F HOLDINGS REPORT 028-15278 N John Del Virginia 646-569-3211 /s/ John Del Virginia New York NY 02-14-2020 0 28 1014936 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 93754 442025 SH SOLE 442025 0 0 ALLEGHANY CORP DEL COM 017175100 26219 32791 SH SOLE 32791 0 0 ALPHABET INC CAP STK CL C 02079K107 48905 36578 SH SOLE 36578 0 0 ALTICE USA INC CL A 02156K103 26709 976944 SH SOLE 976944 0 0 AMERICAN FINL GROUP INC OHIO COM 025932104 93570 853362 SH SOLE 853362 0 0 AMERICAN NATL INS CO COM 028591105 11687 99312 SH SOLE 99312 0 0 ANTERIX INC COM 03676C100 66666 1542838 SH SOLE 1542838 0 0 ATHENE HLDG LTD CL A G0684D107 25636 545095 SH SOLE 545095 0 0 ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 22150 803439 SH SOLE 803439 0 0 BARRICK GOLD CORPORATION COM 067901108 26435 1422015 SH SOLE 1422015 0 0 BOYD GAMING CORP COM 103304101 29112 972258 SH SOLE 972258 0 0 CANNAE HLDGS INC COM 13765N107 55105 1481696 SH SOLE 1481696 0 0 CONSTELLATION BRANDS INC CL A 21036P108 14324 75487 SH SOLE 75487 0 0 DISNEY WALT CO COM DISNEY 254687106 11836 81792 SH SOLE 81792 0 0 DUPONT DE NEMOURS INC COM 26614N102 25417 395911 SH SOLE 395911 0 0 E L F BEAUTY INC COM 26856L103 3538 219349 SH SOLE 219349 0 0 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 18064 1407917 SH SOLE 1407917 0 0 FACEBOOK INC CL A 30303M102 58124 283189 SH SOLE 283189 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 79013 836021 SH SOLE 836021 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 39932 173670 SH SOLE 173670 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 8550 66246 SH SOLE 66246 0 0 KURA SUSHI USA INC CL A COM 501270102 10050 394865 SH SOLE 394865 0 0 M & T BK CORP COM 55261F104 12182 71759 SH SOLE 71759 0 0 MARTIN MARIETTA MATLS INC COM 573284106 78634 281195 SH SOLE 281195 0 0 SLACK TECHNOLOGIES INC COM CL A 83088V102 19004 845438 SH SOLE 845438 0 0 TARGET CORP COM 87612E106 50123 390951 SH SOLE 390951 0 0 VOYA FINL INC COM 929089100 28870 473442 SH SOLE 473442 0 0 VULCAN MATLS CO COM 929160109 31327 217564 SH SOLE 217564 0 0