Lomas Capital Management, LLC Buys American Financial Group Inc, Uber Technologies Inc, Barrick Gold Corp, Sells Spotify Technology SA, Red Rock Resorts Inc, Visa Inc

• New Purchases: UBER, NTR, ANAT, ACGL,
• Added Positions: AFG, GOLD, VMC, STZ, USCR, LAZ, BERY, SMPL, MLM, DIS, BABA, CNNE,
• Reduced Positions: RRR, FB, BYD, GS, Y, VOYA, MTB, DOW, GOOG, AXS,
• Sold Out: SPOT, V, NVR, FOX, CASY, BLK, CMA, CRNT, LYFT,

For the details of Lomas Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lomas+capital+management%2C+llc/current-portfolio/portfolio

1. American Financial Group Inc (AFG) - 705,058 shares, 8.37% of the total portfolio. Shares added by 401.00%
2. Barrick Gold Corp (GOLD) - 4,302,099 shares, 7.86% of the total portfolio. Shares added by 57.08%
3. Berry Global Group Inc (BERY) - 1,224,851 shares, 7.46% of the total portfolio. Shares added by 3.82%
4. Martin Marietta Materials Inc (MLM) - 263,278 shares, 7.02% of the total portfolio. Shares added by 2.04%
5. Alibaba Group Holding Ltd (BABA) - 310,162 shares, 6.09% of the total portfolio. Shares added by 2.40%

Lomas Capital Management, LLC initiated holding in Uber Technologies Inc. The purchase prices were between $37.1 and $46.38, with an estimated average price of $42.42. The stock is now traded at around $35.75. The impact to a portfolio due to this purchase was 3.98%. The holding were 740,908 shares as of .

Lomas Capital Management, LLC initiated holding in Nutrien Ltd. The purchase prices were between $47.34 and $54.88, with an estimated average price of $52.18. The stock is now traded at around $49.40. The impact to a portfolio due to this purchase was 2.1%. The holding were 338,612 shares as of .

Lomas Capital Management, LLC initiated holding in American National Insurance Co. The purchase prices were between $112.74 and $123.28, with an estimated average price of $115.94. The stock is now traded at around $113.22. The impact to a portfolio due to this purchase was 1.43%. The holding were 106,264 shares as of .

Lomas Capital Management, LLC initiated holding in Arch Capital Group Ltd. The purchase prices were between $32.11 and $37.08, with an estimated average price of $34.09. The stock is now traded at around $40.08. The impact to a portfolio due to this purchase was 0.95%. The holding were 220,718 shares as of .

Lomas Capital Management, LLC added to a holding in American Financial Group Inc by 401.00%. The purchase prices were between $95.88 and $104.43, with an estimated average price of $100.54. The stock is now traded at around $100.01. The impact to a portfolio due to this purchase was 6.7%. The holding were 705,058 shares as of .

Lomas Capital Management, LLC added to a holding in Barrick Gold Corp by 57.08%. The purchase prices were between $11.74 and $16.24, with an estimated average price of $13.25. The stock is now traded at around $18.39. The impact to a portfolio due to this purchase was 2.86%. The holding were 4,302,099 shares as of .

Lomas Capital Management, LLC added to a holding in Vulcan Materials Co by 115.45%. The purchase prices were between $119.2 and $137.31, with an estimated average price of $127.54. The stock is now traded at around $141.96. The impact to a portfolio due to this purchase was 1.74%. The holding were 204,131 shares as of .

Lomas Capital Management, LLC added to a holding in Constellation Brands Inc by 57.63%. The purchase prices were between $176.45 and $212.54, with an estimated average price of $195.35. The stock is now traded at around $202.10. The impact to a portfolio due to this purchase was 1.2%. The holding were 144,085 shares as of .

Lomas Capital Management, LLC added to a holding in Lazard Ltd by 48.35%. The purchase prices were between $31.16 and $40.5, with an estimated average price of $35.83. The stock is now traded at around $33.91. The impact to a portfolio due to this purchase was 0.53%. The holding were 409,942 shares as of .

Lomas Capital Management, LLC sold out a holding in Spotify Technology SA. The sale prices were between $121.58 and $150.04, with an estimated average price of $137.43.

Lomas Capital Management, LLC sold out a holding in Visa Inc. The sale prices were between $157.26 and $173.85, with an estimated average price of $163.66.

Lomas Capital Management, LLC sold out a holding in NVR Inc. The sale prices were between $2766.99 and $3459.62, with an estimated average price of $3206.3.

Lomas Capital Management, LLC sold out a holding in Fox Corp. The sale prices were between $33.68 and $38.74, with an estimated average price of $36.32.

Lomas Capital Management, LLC sold out a holding in Casey's General Stores Inc. The sale prices were between $128.69 and $155.99, with an estimated average price of $136.39.

Lomas Capital Management, LLC sold out a holding in BlackRock Inc. The sale prices were between $415.56 and $485.24, with an estimated average price of $452.3.