LAKEWOOD CAPITAL MANAGEMENT, LP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1.1B
Holdings
37
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (37 positions)
| Stock | Value |
|---|---|
CITHE CIGNA GROUP | $90.0M |
GPIGROUP 1 AUTOMOTIVE INC | $87.0M |
TRVCCITIGROUP INC | $79.0M |
DELLDELL TECHNOLOGIES INC | $77.0M |
BCBRUNSWICK CORP | $69.0M |
CMCSACOMCAST CORP NEW | $63.0M |
GOOGLALPHABET INC | $58.0M |
FAFFIRST AMERN FINL CORP | $53.0M |
APOAPOLLO GLOBAL MGMT INC | $46.0M |
NSPINSPERITY INC | $40.0M |
AWGASBURY AUTOMOTIVE GROUP INC | $38.0M |
KKRKKR & CO INC | $38.0M |
WRKUSDWESTROCK CO | $37.0M |
AXTAAXALTA COATING SYS LTD | $28.0M |
ELVELEVANCE HEALTH INC | $26.0M |
FDXFEDEX CORP | $24.0M |
VGITVANGUARD SCOTTSDALE FDS | $23.0M |
BABAALIBABA GROUP HLDG LTD | $20.0M |
GPNGLOBAL PMTS INC | $20.0M |
ALLYALLY FINL INC | $17.0M |
CRLCHARLES RIV LABS INTL INC | $17.0M |
GDDYGODADDY INC | $16.0M |
METAMETA PLATFORMS INC | $14.0M |
GILGILDAN ACTIVEWEAR INC | $12.0M |
LBTYBLIBERTY GLOBAL PLC | $11.0M |
COFCAPITAL ONE FINL CORP | $11.0M |
WHWYNDHAM HOTELS & RESORTS INC | $11.0M |
DEODIAGEO PLC | $10.0M |
GDRXGOODRX HLDGS INC | $8.0M |
LBTYBLIBERTY GLOBAL PLC | $4.0M |
APPAPPLOVIN CORP | $3.0M |
BANDBANDWIDTH INC | $2.9M |
TBLATABOOLA.COM LTD | $2.0M |
LAWCS DISCO INC | $1.0M |
SKAASKECHERS U S A INC | $1.0M |
ZVIAZEVIA PBC | $479K |
FCNCAFIRST CTZNS BANCSHARES INC N | $23K |