LAKEWOOD CAPITAL MANAGEMENT, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.3B
Holdings
56
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (56 positions)
| Stock | Value |
|---|---|
ELVELEVANCE HEALTH INC FORMERLY | $97.5M |
CITHE CIGNA GROUP | $97.2M |
ARWARROW ELECTRS INC | $69.9M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $68.3M |
UI2KEMPER CORP | $60.9M |
SWSMURFIT WESTROCK PLC | $49.4M |
FAFFIRST AMERN FINL CORP | $48.9M |
SHCSOTERA HEALTH CO | $48.2M |
SIGSIGNET JEWELERS LIMITED | $46.6M |
BCBRUNSWICK CORP | $46.4M |
GPIGROUP 1 AUTOMOTIVE INC | $45.2M |
IQVIQVIA HLDGS INC | $43.2M |
TRVCCITIGROUP INC | $42.0M |
ICLRICON PLC | $41.9M |
CMCSACOMCAST CORP NEW | $34.9M |
AXTAAXALTA COATING SYS LTD | $34.0M |
TFSLTFS FINL CORP | $33.4M |
WEXWEX INC | $32.4M |
ALAIR LEASE CORP | $30.9M |
AMRZAMRIZE LTD | $29.8M |
AWGASBURY AUTOMOTIVE GROUP INC | $26.2M |
IBITISHARES BITCOIN TRUST ETF | $25.9M |
CRLCHARLES RIV LABS INTL INC | $21.9M |
GPNGLOBAL PMTS INC | $20.3M |
GOOGLALPHABET INC | $19.3M |
BZHBEAZER HOMES USA INC | $17.2M |
JDJD.COM INC | $15.5M |
SDRLSEADRILL LTD | $15.1M |
NSYNICE LTD | $13.8M |
MCYMERCURY GENL CORP NEW | $13.4M |
ALLYALLY FINL INC | $12.4M |
GLNGGOLAR LNG LTD | $12.1M |
METAMETA PLATFORMS INC | $12.1M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $11.1M |
AEOAMERICAN EAGLE OUTFITTERS IN | $11.1M |
KOFCOCA-COLA FEMSA SAB DE CV | $11.0M |
APOAPOLLO GLOBAL MGMT INC | $9.8M |
HIPOHIPPO HLDGS INC | $6.9M |
LAWCS DISCO INC | $6.6M |
TBLATABOOLA.COM LTD | $6.5M |
GDRXGOODRX HLDGS INC | $6.3M |
GILGILDAN ACTIVEWEAR INC | $6.2M |
DKNGDRAFTKINGS INC NEW | $4.9M |
COFCAPITAL ONE FINL CORP | $3.8M |
STZCONSTELLATION BRANDS INC | $3.7M |
BANDBANDWIDTH INC | $3.0M |
NIQNIQ GLOBAL INTELLIGENCE PLC | $1.8M |
BTCGRAYSCALE BITCOIN MINI TR ET | $1.3M |
RGTIRIGETTI COMPUTING INC | $1.2M |
OKLOOKLO INC | $1.1M |
IRENIREN LIMITED | $939K |
TSETRINSEO PLC | $661K |
QBTSD-WAVE QUANTUM INC | $494K |
SL2SLEEP NUMBER CORP | $392K |
QUBTQUANTUM COMPUTING INC | $276K |
QSQUANTUMSCAPE CORP | $246K |