LAKEWOOD CAPITAL MANAGEMENT, LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$1.2B
Holdings
41
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (41 positions)
| Stock | Value |
|---|---|
TRVCCITIGROUP INC | $136.4M |
CITHE CIGNA GROUP | $108.2M |
GPIGROUP 1 AUTOMOTIVE INC | $90.2M |
GOOGLALPHABET INC | $61.7M |
UI2KEMPER CORP | $59.7M |
CMCSACOMCAST CORP NEW | $56.7M |
FAFFIRST AMERN FINL CORP | $54.8M |
BCBRUNSWICK CORP | $49.2M |
FDXFEDEX CORP | $47.9M |
WRKUSDWESTROCK CO | $46.9M |
APOAPOLLO GLOBAL MGMT INC | $42.4M |
ELVELEVANCE HEALTH INC | $40.4M |
AWGASBURY AUTOMOTIVE GROUP INC | $36.5M |
AXTAAXALTA COATING SYS LTD | $36.2M |
CRLCHARLES RIV LABS INTL INC | $30.5M |
SHCSOTERA HEALTH CO | $27.7M |
GDRXGOODRX HLDGS INC | $23.5M |
FCNCAFIRST CTZNS BANCSHARES INC N | $23.4M |
GPNGLOBAL PMTS INC | $22.0M |
GILGILDAN ACTIVEWEAR INC | $21.4M |
CNHICNH INDL N V | $19.7M |
ROIVROIVANT SCIENCES LTD | $18.4M |
KKRKKR & CO INC | $17.7M |
BABAALIBABA GROUP HLDG LTD | $17.0M |
MSFTMICROSOFT CORP | $16.8M |
ALLYALLY FINL INC | $15.3M |
COFCAPITAL ONE FINL CORP | $15.0M |
WHWYNDHAM HOTELS & RESORTS INC | $13.0M |
SL2SLEEP NUMBER CORP | $10.3M |
IBITISHARES BITCOIN TR | $9.9M |
EYENATIONAL VISION HLDGS INC | $8.1M |
GBTCGRAYSCALE BITCOIN TR BTC | $7.8M |
BANDBANDWIDTH INC | $7.2M |
LAWCS DISCO INC | $6.6M |
METAMETA PLATFORMS INC | $6.3M |
TBLATABOOLA.COM LTD | $5.5M |
BCSBARCLAYS PLC | $3.8M |
MIGAMICROSTRATEGY INC | $3.8M |
NSPINSPERITY INC | $3.6M |
DELLDELL TECHNOLOGIES INC | $2.5M |
CLFDCLEARFIELD INC | $2.2M |