UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2013
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Lomas Capital Management, LLC
Address: 500 Park Avenue, 4th Floor
New York, New York 10022
13F File Number: 028-15278
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: John Del Virginia
Title: Chief Financial Officer
Phone: 646-569-3211
Signature, Place, and Date of Signing:
/s/ John Del Virginia New York, New York May 15, 2013
Report Type (Check only one.):
[ X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 40
Form 13F Information Table Value Total: $315,297 (thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional managers with respect to which this report is filed, other
than the manager filing this report.
NONE
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
AMERICAN AXLE & MFG HLDGS IN COM 024061103 13040 955300 SH SOLE 955300 0 0
BBCN BANCORP INC COM 073295107 2668 204300 SH SOLE 204300 0 0
CARTER INC COM 146229109 2720 47500 SH SOLE 47500 0 0
CON-WAY INC COM 205944101 10215 290100 SH SOLE 290100 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7453 451400 SH SOLE 451400 0 0
DIME CMNTY BANCSHARES COM 253922108 2335 162586 SH SOLE 162586 0 0
DIRECTV COM 25490A309 4974 87900 SH SOLE 87900 0 0
DISNEY WALT CO COM DISNEY 254687106 4317 76000 SH SOLE 76000 0 0
ENPRO INDS INC COM 29355X107 2277 44500 SH SOLE 44500 0 0
FIFTH & PAC COS INC COM 316645100 6808 360599 SH SOLE 360599 0 0
FOOT LOCKER INC COM 344849104 10649 311013 SH SOLE 311013 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5283 35900 SH SOLE 35900 0 0
HOME DEPOT INC COM 437076102 6183 88600 SH SOLE 88600 0 0
INTERCONTINENTALEXCHANGE INC COM 45865V100 14807 90800 SH SOLE 90800 0 0
JPMORGAN CHASE & CO COM 46625H100 10887 229400 SH SOLE 229400 0 0
LAMAR ADVERTISING CO CL A 512815101 11353 233700 SH SOLE 233700 0 0
LAMAR ADVERTISING CO CL A 512815101 7962 163900 SH PUT SOLE 163900 0 0
LAS VEGAS SANDS CORP COM 517834107 14217 252300 SH SOLE 252300 0 0
LOWES COS INC COM 548661107 11432 301482 SH SOLE 301482 0 0
M & T BK CORP COM 55261F104 14556 141100 SH SOLE 141100 0 0
MARATHON PETE CORP COM 56585A102 2688 30000 SH SOLE 30000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 16629 163000 SH SOLE 163000 0 0
MCGRAW HILL COS INC COM 580645109 5218 100200 SH SOLE 100200 0 0
MELCO CROWN ENTMT LTD ADR 585464100 3853 165000 SH SOLE 165000 0 0
METLIFE INC COM 59156R108 11710 308000 SH SOLE 308000 0 0
MUELLER INDS INC COM 624756102 2439 45765 SH SOLE 45765 0 0
NORTHERN TR CORP COM 665859104 8691 159300 SH SOLE 159300 0 0
OWENS CORNING NEW COM 690742101 5351 135699 SH SOLE 135699 0 0
PACCAR INC COM 693718108 2781 55000 SH SOLE 55000 0 0
PACWEST BANCORP DEL COM 695263103 4681 160800 SH SOLE 160800 0 0
REALOGY HLDGS CORP COM 75605Y106 8132 166500 SH SOLE 166500 0 0
ROCKWOOD HLDGS INC COM 774415103 4188 64000 SH SOLE 64000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 9634 290000 SH SOLE 290000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 8831 499200 SH SOLE 499200 0 0
SEALED AIR CORP NEW COM 81211K100 12923 536000 SH SOLE 536000 0 0
SVB FINL GROUP COM 78486Q101 3192 45000 SH SOLE 45000 0 0
TRIPADVISOR INC COM 896945201 10247 195100 SH SOLE 195100 0 0
UNITED PARCEL SERVICE INC CL B 911312106 14663 170700 SH SOLE 170700 0 0
VISA INC COM CL A 92826C839 4331 25500 SH SOLE 25500 0 0
WESCO INTL INC COM 95082P105 10979 151200 SH SOLE 151200 0 0