Lomas Capital Management Llc (1559972) Portfolio


Number of Companies: 37
Inflow: $122,164 K
Outflow: $-210,824 K
Net Flow: $-88,660 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2840 47 Allstate Corp (ALL) P And C Insurance 261,027 New Holding 261,027 $67.37 $17,585 $17,585
2874 86 Electronic Arts Inc (EA) Application Software 262,461 New Holding 262,461 $66.11 $17,351 $17,351
689 5 Berry Plastics Group Inc (BERY) Containers And Packaging 786,702 Added More 436,702 $36.15 $15,786 $28,439
2505 13 Select Comfort Corporation (SCSS) Home Products Stores 631,791 New Holding 631,791 $19.38 $12,250 $12,250
362 1 Dynegy Inc (DYN) Power Generation 824,436 New Holding 824,436 $14.37 $11,847 $11,847
2481 16 Torchmark Corp (TMK) Life Insurance 152,586 New Holding 152,586 $54.16 $8,264 $8,264
3027 7 Comcast Corp-Class A (CMCSA) Cable And Satellite 298,537 Added More 110,537 $61.08 $6,751 $18,234
454 3 Builders Firstsource Inc (BLDR) Home Products Stores 563,000 New Holding 563,000 $11.27 $6,345 $6,345
2813 23 Laboratory Crp Of Amer Hldgs (LH) Health Care Services 52,727 New Holding 52,727 $117.12 $6,175 $6,175
2996 7 Target Corp (TGT) Mass Merchants 67,000 New Holding 67,000 $82.27 $5,512 $5,512
2784 12 Msci Inc (MSCI) Information Services 58,000 New Holding 58,000 $74.08 $4,296 $4,296
2973 23 Constellation Brands Inc-A (STZ) Beverages 74,736 Added More 24,736 $151.08 $3,737 $11,291
1019 101 Dime Community Bancshares (DCOM) Banks 185,259 New Holding 185,259 $17.62 $3,264 $3,264
2337 14 American National Insurance (ANAT) Life Insurance 70,882 Added More 13,882 $115.50 $1,603 $8,186
1944 10 Manchester United Plc-Cl A (MANU) Entertainment Facilities 756,407 Added More 96,407 $14.44 $1,392 $10,922
2671 19 Sealed Air Corp (SEE) Containers And Packaging 434,070 Sold Some -5,145 $48.00 $-247 $20,839
3049 6 General Electric Co (GE) Electrical Power Equipment 797,892 Sold Some -18,308 $31.79 $-582 $25,364
2920 268 Us Bancorp (USB) Banks 314,246 Sold Some -20,254 $40.59 $-822 $12,755
2685 265 First Republic Bankca (FRC) Banks 70,884 Sold Some -14,116 $66.63 $-940 $4,723
28 1 Ctripcom International (CTRP) Internet Based Services 0 Sold All -30,000 $44.25 $-1,327 $0
2379 250 Bankunited Inc (BKU) Banks 108,995 Sold Some -51,005 $34.43 $-1,756 $3,753
3074 26 Facebook Inc-A (FB) Internet Media 206,422 Sold Some -22,580 $114.09 $-2,576 $23,552
3033 16 Goldman Sachs Group Inc (GS) Institutional Brokerage 32,710 Sold Some -30,447 $156.97 $-4,779 $5,134
2939 38 Mead Johnson Nutrition Co (MJN) Packaged Food 0 Sold All -72,000 $84.97 $-6,117 $0
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 285,078 Sold Some -83,975 $76.48 $-6,422 $21,802
2726 27 Lululemon Athletica Inc (LULU) Specialty Apparel Stores 0 Sold All -114,500 $67.70 $-7,752 $0
1890 29 Arch Capital Group Ltd (ACGL) P And C Insurance 40,175 Sold Some -164,795 $71.09 $-11,716 $2,856
3060 21 Blackrock Inc (BLK) Investment Management 17,893 Sold Some -34,459 $340.57 $-11,735 $6,093
2688 6 Realogy Holdings Corp (RLGY) Real Estate Services 0 Sold All -326,710 $36.11 $-11,797 $0
2614 12 Autonation Inc (AN) Automotive Retailers 0 Sold All -260,095 $46.68 $-12,141 $0
3005 17 Lowes Cos Inc (LOW) Home Products Stores 0 Sold All -173,700 $75.75 $-13,157 $0
329 1 Steel Dynamics Inc (STLD) Steel Producers 0 Sold All -605,000 $22.51 $-13,618 $0
181 1 Lennar Corp-A (LEN) Homebuilders 0 Sold All -394,133 $48.36 $-19,060 $0
2818 5 Dollar General Corp (DG) Mass Merchants 0 Sold All -233,200 $85.59 $-19,961 $0
493 2 Penn National Gaming Inc (PENN) Casinos And Gaming 0 Sold All -1,203,027 $16.69 $-20,078 $0
911 5 Brookdale Senior Living Inc (BKD) Health Care Facilities 0 Sold All -1,312,315 $15.88 $-20,839 $0
2895 36 Tyson Foods Inc-Cl A (TSN) Packaged Food 0 Sold All -350,912 $66.66 $-23,391 $0