LAKEWOOD CAPITAL MANAGEMENT, LP Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$1.3B

Holdings

46

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (46 positions)

StockValue
TRVCCITIGROUP INC
$114.0M
CITHE CIGNA GROUP
$104.0M
GPIGROUP 1 AUTOMOTIVE INC
$97.0M
UI2KEMPER CORP
$62.0M
BCBRUNSWICK CORP
$61.0M
SIGSIGNET JEWELERS LIMITED
$54.0M
SWSMURFIT WESTROCK PLC
$54.0M
CMCSACOMCAST CORP NEW
$53.0M
APOAPOLLO GLOBAL MGMT INC
$50.0M
FDXFEDEX CORP
$48.0M
FAFFIRST AMERN FINL CORP
$46.0M
GOOGLALPHABET INC
$40.0M
SSNCSS&C TECHNOLOGIES HLDGS INC
$38.0M
SHCSOTERA HEALTH CO
$37.0M
AWGASBURY AUTOMOTIVE GROUP INC
$33.0M
AXTAAXALTA COATING SYS LTD
$32.0M
GDRXGOODRX HLDGS INC
$25.0M
LBTYALIBERTY GLOBAL LTD
$23.0M
GPNGLOBAL PMTS INC
$23.0M
CRLCHARLES RIV LABS INTL INC
$22.0M
SDRLSEADRILL 2021 LTD
$16.0M
COFCAPITAL ONE FINL CORP
$15.0M
SL2SLEEP NUMBER CORP
$12.0M
MCYMERCURY GENL CORP NEW
$11.0M
IBITISHARES BITCOIN TRUST ETF
$11.0M
ALLYALLY FINL INC
$11.0M
ROIVROIVANT SCIENCES LTD
$10.0M
NSYNICE LTD
$10.0M
GILGILDAN ACTIVEWEAR INC
$10.0M
LSPDLIGHTSPEED COMMERCE INC
$8.0M
GBTCGRAYSCALE BITCOIN TR BTC
$6.0M
EYENATIONAL VISION HLDGS INC
$5.0M
TDOCTELADOC HEALTH INC
$5.0M
LAWCS DISCO INC
$5.0M
BCSBARCLAYS PLC
$4.0M
TBLATABOOLA.COM LTD
$4.0M
ROOTROOT INC
$3.0M
BANDBANDWIDTH INC
$3.0M
BABAALIBABA GROUP HLDG LTD
$3.0M
JDJD.COM INC
$2.0M
GTGOODYEAR TIRE & RUBR CO
$2.0M
TSETRINSEO PLC
$1.0M
BTCGBPGRAYSCALE BITCOIN MINI TR BT
$695K
ELVELEVANCE HEALTH INC
$51K
FCNCAFIRST CTZNS BANCSHARES INC N
$18K
METAMETA PLATFORMS INC
$6K