LAKEWOOD CAPITAL MANAGEMENT, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.1B
Holdings
46
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (46 positions)
| Stock | Value |
|---|---|
CITHE CIGNA GROUP | $129.5M |
ELVELEVANCE HEALTH INC | $82.7M |
TRVCCITIGROUP INC | $80.4M |
UI2KEMPER CORP | $62.7M |
ARWARROW ELECTRS INC | $56.8M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $54.1M |
SWSMURFIT WESTROCK PLC | $52.3M |
FAFFIRST AMERN FINL CORP | $48.5M |
SIGSIGNET JEWELERS LIMITED | $46.2M |
GPIGROUP 1 AUTOMOTIVE INC | $43.7M |
CMCSACOMCAST CORP NEW | $41.0M |
BCBRUNSWICK CORP | $39.5M |
GOOGLALPHABET INC | $33.5M |
SHCSOTERA HEALTH CO | $32.9M |
AXTAAXALTA COATING SYS LTD | $29.4M |
AWGASBURY AUTOMOTIVE GROUP INC | $28.4M |
GPNGLOBAL PMTS INC | $23.9M |
ALAIR LEASE CORP | $21.7M |
GDRXGOODRX HLDGS INC | $21.5M |
CRLCHARLES RIV LABS INTL INC | $21.1M |
IBITISHARES BITCOIN TRUST ETF | $18.7M |
SDRLSEADRILL LTD | $16.2M |
CA8ACACI INTL INC | $15.5M |
JDJD.COM INC | $13.7M |
NSYNICE LTD | $12.3M |
FDXFEDEX CORP | $11.8M |
ALLYALLY FINL INC | $11.6M |
APOAPOLLO GLOBAL MGMT INC | $10.0M |
METAMETA PLATFORMS INC | $9.5M |
GILGILDAN ACTIVEWEAR INC | $9.3M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $8.0M |
CUCAAVIS BUDGET GROUP | $7.3M |
COFCAPITAL ONE FINL CORP | $6.8M |
SUXTD SYNNEX CORPORATION | $5.9M |
TFSLTFS FINL CORP | $5.6M |
TBLATABOOLA.COM LTD | $5.6M |
MCYMERCURY GENL CORP NEW | $5.5M |
XLESELECT SECTOR SPDR TR | $4.7M |
SL2SLEEP NUMBER CORP | $4.4M |
LAWCS DISCO INC | $4.2M |
GTGOODYEAR TIRE & RUBR CO | $2.8M |
CZRCAESARS ENTERTAINMENT INC NE | $2.6M |
BANDBANDWIDTH INC | $2.4M |
TSETRINSEO PLC | $1.0M |
BTCGRAYSCALE BITCOIN MINI TR ET | $901K |
ONTOONTO INNOVATION INC | $616K |