LAKEWOOD CAPITAL MANAGEMENT, LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1.2T
Holdings
39
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (39 positions)
| Stock | Value |
|---|---|
TRVCCITIGROUP INC | $157.5B |
GPIGROUP 1 AUTOMOTIVE INC | $93.2B |
CITHE CIGNA GROUP | $92.5B |
CMCSACOMCAST CORP NEW | $63.2B |
GOOGLALPHABET INC | $55.4B |
APOAPOLLO GLOBAL MGMT INC | $46.8B |
BABAALIBABA GROUP HLDG LTD | $45.4B |
BCBRUNSWICK CORP | $44.9B |
WRKUSDWESTROCK CO | $41.4B |
DELLDELL TECHNOLOGIES INC | $41.4B |
FAFFIRST AMERN FINL CORP | $39.7B |
KKRKKR & CO INC | $39.1B |
NSPINSPERITY INC | $36.9B |
AXTAAXALTA COATING SYS LTD | $35.7B |
AWGASBURY AUTOMOTIVE GROUP INC | $35.3B |
ELVELEVANCE HEALTH INC | $29.2B |
CRLCHARLES RIV LABS INTL INC | $27.8B |
UI2KEMPER CORP | $24.3B |
FDXFEDEX CORP | $23.2B |
CNHICNH INDL N V | $22.3B |
GPNGLOBAL PMTS INC | $20.9B |
FCNCAFIRST CTZNS BANCSHARES INC N | $20.3B |
GILGILDAN ACTIVEWEAR INC | $18.6B |
ALLYALLY FINL INC | $17.7B |
GDRXGOODRX HLDGS INC | $14.8B |
METAMETA PLATFORMS INC | $14.1B |
WHWYNDHAM HOTELS & RESORTS INC | $13.6B |
COFCAPITAL ONE FINL CORP | $13.2B |
ROIVROIVANT SCIENCES LTD | $12.2B |
LBTYALIBERTY GLOBAL LTD | $12.0B |
DEODIAGEO PLC | $9.8B |
EYENATIONAL VISION HLDGS INC | $7.6B |
TBLATABOOLA.COM LTD | $5.4B |
LAWCS DISCO INC | $5.2B |
BANDBANDWIDTH INC | $5.0B |
LBTYALIBERTY GLOBAL LTD | $4.8B |
BCSBARCLAYS PLC | $3.2B |
APPAPPLOVIN CORP | $996.3M |
ZVIAZEVIA PBC | $433.9M |