0001172661-19-001276.txt : 20190515 0001172661-19-001276.hdr.sgml : 20190515 20190515095645 ACCESSION NUMBER: 0001172661-19-001276 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190515 DATE AS OF CHANGE: 20190515 EFFECTIVENESS DATE: 20190515 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: 19825635 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 03-31-2019 03-31-2019 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 05-15-2019 0 34 931424 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 55117 302887 SH SOLE 302887 0 0 ALLEGHANY CORP DEL COM 017175100 14892 24317 SH SOLE 24317 0 0 ALPHABET INC CAP STK CL C 02079K107 34911 29768 SH SOLE 29768 0 0 AMERICAN FINL GROUP INC OHIO COM 025932104 13539 140729 SH SOLE 140729 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 9188 167647 SH SOLE 167647 0 0 BARRICK GOLD CORPORATION COM 067901108 37598 2738827 SH SOLE 2738827 0 0 BERRY GLOBAL GROUP INC COM 08579W103 63552 1179816 SH SOLE 1179816 0 0 BLACKROCK INC COM 09247X101 7592 17766 SH SOLE 17766 0 0 BOYD GAMING CORP COM 103304101 29968 1095404 SH SOLE 1095404 0 0 CANNAE HLDGS INC COM 13765N107 22638 933151 SH SOLE 933151 0 0 CASEYS GEN STORES INC COM 147528103 10251 79609 SH SOLE 79609 0 0 CERAGON NETWORKS LTD ORD M22013102 1692 471093 SH SOLE 471093 0 0 COMERICA INC COM 200340107 6797 92657 SH SOLE 92657 0 0 CONSTELLATION BRANDS INC CL A 21036P108 16026 91406 SH SOLE 91406 0 0 DISNEY WALT CO COM DISNEY 254687106 39586 356649 SH SOLE 356649 0 0 DOWDUPONT INC COM 26078J100 44651 838525 SH SOLE 838525 0 0 FACEBOOK INC CL A 30303M102 54200 325370 SH SOLE 325370 0 0 FOX CORP CL B COM 35137L204 12826 357710 SH SOLE 357710 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 41739 217495 SH SOLE 217495 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 22367 124500 SH Put SOLE 124500 0 0 LAZARD LTD SHS A G54050102 9987 276343 SH SOLE 276343 0 0 LYFT INC CL A COM 55087P104 392 5000 SH SOLE 5000 0 0 M & T BK CORP COM 55261F104 10467 66661 SH SOLE 66661 0 0 MARTIN MARIETTA MATLS INC COM 573284106 51820 258009 SH SOLE 258009 0 0 NVR INC COM 62944T105 15808 5713 SH SOLE 5713 0 0 PDVWIRELESS INC COM 69290R104 14929 424593 SH SOLE 424593 0 0 RED ROCK RESORTS INC CL A 75700L108 66573 2575982 SH SOLE 2575982 0 0 SIMPLY GOOD FOODS CO COM 82900L102 41923 2035069 SH SOLE 2035069 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 29686 105100 SH Put SOLE 105100 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 56007 403860 SH SOLE 403860 0 0 U S CONCRETE INC COM NEW 90333L201 25986 628798 SH SOLE 628798 0 0 VISA INC COM CL A 92826C839 22932 146966 SH SOLE 146966 0 0 VOYA FINL INC COM 929089100 34566 691932 SH SOLE 691932 0 0 VULCAN MATLS CO COM 929160109 11218 94746 SH SOLE 94746 0 0