0001172661-20-001312.txt : 20200515 0001172661-20-001312.hdr.sgml : 20200515 20200515114234 ACCESSION NUMBER: 0001172661-20-001312 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 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: 20882342 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 03-31-2020 03-31-2020 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 05-15-2020 0 24 1003138 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 98679 507401 SH SOLE 507401 0 0 AMAZON COM INC COM 023135106 95644 49055 SH SOLE 49055 0 0 AMERICAN FINL GROUP INC OHIO COM 025932104 66157 944021 SH SOLE 944021 0 0 AMERICAN NATL INS CO COM 028591105 10600 128665 SH SOLE 128665 0 0 ANTERIX INC COM 03676C100 68624 1502606 SH SOLE 1502606 0 0 BARRICK GOLD CORPORATION COM 067901108 21743 1186886 SH SOLE 1186886 0 0 BRIGHTHOUSE FINL INC COM 10922N103 40111 1659516 SH SOLE 1659516 0 0 CANNAE HLDGS INC COM 13765N107 48528 1449060 SH SOLE 1449060 0 0 COMCAST CORP NEW CL A 20030N101 13503 392599 SH SOLE 392599 0 0 DUPONT DE NEMOURS INC COM 26614N102 61667 1808429 SH SOLE 1808429 0 0 E L F BEAUTY INC COM 26856L103 33630 3417699 SH SOLE 3417699 0 0 FACEBOOK INC CL A 30303M102 72302 433465 SH SOLE 433465 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 55492 917077 SH SOLE 917077 0 0 JD COM INC SPON ADR CL A 47215P106 9524 235153 SH SOLE 235153 0 0 JPMORGAN CHASE & CO COM 46625H100 21544 239296 SH SOLE 239296 0 0 KURA SUSHI USA INC CL A COM 501270102 4981 416486 SH SOLE 416486 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 42921 3461376 SH SOLE 3461376 0 0 NVR INC COM 62944T105 9845 3832 SH SOLE 3832 0 0 PROGRESSIVE CORP OHIO COM 743315103 27984 378982 SH SOLE 378982 0 0 SIMPLY GOOD FOODS CO COM 82900L102 45056 2339338 SH SOLE 2339338 0 0 TARGET CORP COM 87612E106 32547 350084 SH SOLE 350084 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 54991 6357285 SH SOLE 6357285 0 0 VOYA FINANCIAL INC COM 929089100 9768 240896 SH SOLE 240896 0 0 VULCAN MATLS CO COM 929160109 57297 530182 SH SOLE 530182 0 0