LAKEWOOD CAPITAL MANAGEMENT, LP Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$2.4T
Holdings
60
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (60 positions)
| Stock | Value |
|---|---|
METAFACEBOOK INC | $157.4B |
CICIGNA CORP NEW | $142.5B |
BABAALIBABA GROUP HLDG LTD | $129.3B |
GOOGLALPHABET INC | $126.5B |
—ATHENE HOLDING LTD | $126.4B |
TRVCCITIGROUP INC | $103.7B |
DELLDELL TECHNOLOGIES INC | $89.5B |
ALLYALLY FINL INC | $88.6B |
ELVANTHEM INC | $84.2B |
FAFFIRST AMERN FINL CORP | $81.1B |
CMCSACOMCAST CORP NEW | $67.0B |
NSPINSPERITY INC | $62.3B |
BCBRUNSWICK CORP | $60.9B |
WRKUSDWESTROCK CO | $60.0B |
AWGASBURY AUTOMOTIVE GROUP INC | $59.7B |
AXTAAXALTA COATING SYS LTD | $55.8B |
AELUSDAMERICAN EQTY INVT LIFE HLD | $49.8B |
—MIMECAST LTD | $49.6B |
CWKCUSHMAN WAKEFIELD PLC | $49.4B |
CRLCHARLES RIV LABS INTL INC | $47.2B |
GDDYGODADDY INC | $38.3B |
COFCAPITAL ONE FINL CORP | $37.8B |
KFYKORN FERRY | $37.2B |
GPIGROUP 1 AUTOMOTIVE INC | $36.4B |
HCAHCA HEALTHCARE INC | $35.8B |
SAICSCIENCE APPLICATIONS INTL CO | $35.2B |
LBTYBLIBERTY GLOBAL PLC | $34.9B |
CDWCDW CORP | $33.0B |
ADNTADIENT PLC | $33.0B |
CITUSDCIT GROUP INC | $29.5B |
BHCBAUSCH HEALTH COS INC | $26.2B |
MAMASTERCARD INCORPORATED | $25.8B |
WHWYNDHAM HOTELS & RESORTS INC | $22.1B |
—FORTRESS VALUE ACQUISITION I | $21.4B |
DEODIAGEO PLC | $18.4B |
—TRIPLE-S MGMT CORP | $17.7B |
MCDMCDONALDS CORP | $17.5B |
LBTYBLIBERTY GLOBAL PLC | $16.0B |
APOEURAPOLLO GLOBAL MGMT INC | $15.9B |
THSTREEHOUSE FOODS INC | $14.9B |
TLRYEURTILRAY INC | $14.5B |
WFCWELLS FARGO CO NEW | $13.5B |
8INSYNEOS HEALTH INC | $12.9B |
ASNDASCENDIS PHARMA A/S | $10.5B |
CLOVCLOVER HEALTH INVESTMENTS CO | $8.4B |
UPWKUPWORK INC | $7.3B |
ACGLARCH CAP GROUP LTD | $7.1B |
—HUDSON EXECUTIVE INVT CORP | $6.6B |
UAUNDER ARMOUR INC | $6.1B |
TSCOTRACTOR SUPPLY CO | $5.8B |
—DANIMER SCIENTIFIC INC | $5.2B |
SKAASKECHERS U S A INC | $4.2B |
ANGI1EURANGI INC | $3.4B |
DYHTARGET CORP | $3.3B |
UWMCUWM HOLDINGS CORPORATION | $2.8B |
—ALTIMETER GROWTH CORP | $2.3B |
—ARTIUS ACQUISITION INC | $2.1B |
CLSKCLEANSPARK INC | $1.2B |
—EBANG INTL HLDGS INC | $1.2B |
OCGNOCUGEN INC | $1.1B |