LAKEWOOD CAPITAL MANAGEMENT, LP Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$2.9B
Holdings
34
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (34 positions)
| Stock | Value |
|---|---|
GOOGLALPHABET INC | $266.9M |
TRVCCITIGROUP INC | $265.7M |
CMCSACOMCAST CORP NEW | $226.4M |
CICIGNA CORP NEW | $197.3M |
ALLYALLY FINL INC | $185.0M |
GSGOLDMAN SACHS GROUP INC | $181.7M |
BCBRUNSWICK CORP | $174.8M |
DELLDELL TECHNOLOGIES INC | $142.2M |
METAFACEBOOK INC | $135.2M |
CITUSDCIT GROUP INC | $134.0M |
COFCAPITAL ONE FINL CORP | $122.0M |
CDKCDK GLOBAL INC | $93.3M |
—ATHENE HLDG LTD | $85.2M |
WRKUSDWESTROCK CO | $78.8M |
CWKCUSHMAN WAKEFIELD PLC | $63.9M |
NBISYANDEX N V | $61.7M |
WUBAUSD58 COM INC | $61.4M |
WHWYNDHAM HOTELS & RESORTS INC | $60.3M |
FDXFEDEX CORP | $44.4M |
UTXZUNITED TECHNOLOGIES CORP | $37.5M |
BIDUNBAIDU INC | $32.3M |
OPTUALTICE USA INC | $32.0M |
ASNDASCENDIS PHARMA A S | $29.9M |
ONON SEMICONDUCTOR CORP | $27.1M |
MASMASCO CORP | $26.1M |
—TRIPLE-S MGMT CORP | $24.1M |
ADNTADIENT PLC | $22.7M |
—PLANTRONICS INC NEW | $20.9M |
GQ9SPDR GOLD TRUST | $19.6M |
—BMC STK HLDGS INC | $18.4M |
BLDRBUILDERS FIRSTSOURCE INC | $17.8M |
DEODIAGEO P L C | $16.3M |
STTSTATE STR CORP | $15.1M |
SLVISHARES SILVER TRUST | $10.5M |