LAKEWOOD CAPITAL MANAGEMENT, LP Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$1.1B

Holdings

37

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (37 positions)

StockValue
CITHE CIGNA GROUP
$90.0M
GPIGROUP 1 AUTOMOTIVE INC
$87.0M
TRVCCITIGROUP INC
$79.0M
DELLDELL TECHNOLOGIES INC
$77.0M
BCBRUNSWICK CORP
$69.0M
CMCSACOMCAST CORP NEW
$63.0M
GOOGLALPHABET INC
$58.0M
FAFFIRST AMERN FINL CORP
$53.0M
APOAPOLLO GLOBAL MGMT INC
$46.0M
NSPINSPERITY INC
$40.0M
AWGASBURY AUTOMOTIVE GROUP INC
$38.0M
KKRKKR & CO INC
$38.0M
WRKUSDWESTROCK CO
$37.0M
AXTAAXALTA COATING SYS LTD
$28.0M
ELVELEVANCE HEALTH INC
$26.0M
FDXFEDEX CORP
$24.0M
VGITVANGUARD SCOTTSDALE FDS
$23.0M
BABAALIBABA GROUP HLDG LTD
$20.0M
GPNGLOBAL PMTS INC
$20.0M
ALLYALLY FINL INC
$17.0M
CRLCHARLES RIV LABS INTL INC
$17.0M
GDDYGODADDY INC
$16.0M
METAMETA PLATFORMS INC
$14.0M
GILGILDAN ACTIVEWEAR INC
$12.0M
LBTYBLIBERTY GLOBAL PLC
$11.0M
COFCAPITAL ONE FINL CORP
$11.0M
WHWYNDHAM HOTELS & RESORTS INC
$11.0M
DEODIAGEO PLC
$10.0M
GDRXGOODRX HLDGS INC
$8.0M
LBTYBLIBERTY GLOBAL PLC
$4.0M
APPAPPLOVIN CORP
$3.0M
BANDBANDWIDTH INC
$2.9M
TBLATABOOLA.COM LTD
$2.0M
LAWCS DISCO INC
$1.0M
SKAASKECHERS U S A INC
$1.0M
ZVIAZEVIA PBC
$479K
FCNCAFIRST CTZNS BANCSHARES INC N
$23K