LAKEWOOD CAPITAL MANAGEMENT, LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$1.3B
Holdings
46
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (46 positions)
| Stock | Value |
|---|---|
TRVCCITIGROUP INC | $115.1M |
CITHE CIGNA GROUP | $104.7M |
GPIGROUP 1 AUTOMOTIVE INC | $97.2M |
UI2KEMPER CORP | $62.9M |
BCBRUNSWICK CORP | $61.7M |
SIGSIGNET JEWELERS LIMITED | $54.9M |
SWSMURFIT WESTROCK PLC | $54.2M |
CMCSACOMCAST CORP NEW | $53.8M |
ELVELEVANCE HEALTH INC | $51.7M |
APOAPOLLO GLOBAL MGMT INC | $50.9M |
FDXFEDEX CORP | $48.1M |
FAFFIRST AMERN FINL CORP | $46.0M |
GOOGLALPHABET INC | $40.9M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $38.7M |
SHCSOTERA HEALTH CO | $37.7M |
AWGASBURY AUTOMOTIVE GROUP INC | $33.1M |
AXTAAXALTA COATING SYS LTD | $32.5M |
GDRXGOODRX HLDGS INC | $25.8M |
GPNGLOBAL PMTS INC | $23.7M |
LBTYALIBERTY GLOBAL LTD | $23.2M |
CRLCHARLES RIV LABS INTL INC | $22.0M |
FCNCAFIRST CTZNS BANCSHARES INC N | $18.3M |
SDRLSEADRILL 2021 LTD | $16.7M |
COFCAPITAL ONE FINL CORP | $15.1M |
SL2SLEEP NUMBER CORP | $12.6M |
IBITISHARES BITCOIN TRUST ETF | $11.4M |
ALLYALLY FINL INC | $11.3M |
MCYMERCURY GENL CORP NEW | $11.1M |
GILGILDAN ACTIVEWEAR INC | $10.9M |
NSYNICE LTD | $10.4M |
ROIVROIVANT SCIENCES LTD | $10.1M |
LSPDLIGHTSPEED COMMERCE INC | $8.8M |
METAMETA PLATFORMS INC | $6.6M |
GBTCGRAYSCALE BITCOIN TR BTC | $6.2M |
LAWCS DISCO INC | $5.7M |
TDOCTELADOC HEALTH INC | $5.3M |
EYENATIONAL VISION HLDGS INC | $5.2M |
TBLATABOOLA.COM LTD | $4.9M |
BCSBARCLAYS PLC | $4.9M |
BABAALIBABA GROUP HLDG LTD | $3.7M |
ROOTROOT INC | $3.6M |
BANDBANDWIDTH INC | $3.2M |
JDJD.COM INC | $2.7M |
GTGOODYEAR TIRE & RUBR CO | $2.7M |
TSETRINSEO PLC | $1.4M |
BTCGBPGRAYSCALE BITCOIN MINI TR BT | $695K |