LAKEWOOD CAPITAL MANAGEMENT, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.3T
Holdings
56
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (56 positions)
| Stock | Value |
|---|---|
ELVELEVANCE HEALTH INC FORMERLY | $97.5B |
CITHE CIGNA GROUP | $97.2B |
ARWARROW ELECTRS INC | $69.9B |
SSNCSS&C TECHNOLOGIES HLDGS INC | $68.3B |
UI2KEMPER CORP | $60.9B |
SWSMURFIT WESTROCK PLC | $49.4B |
FAFFIRST AMERN FINL CORP | $48.9B |
SHCSOTERA HEALTH CO | $48.2B |
SIGSIGNET JEWELERS LIMITED | $46.6B |
BCBRUNSWICK CORP | $46.4B |
GPIGROUP 1 AUTOMOTIVE INC | $45.2B |
IQVIQVIA HLDGS INC | $43.2B |
TRVCCITIGROUP INC | $42.0B |
ICLRICON PLC | $41.9B |
CMCSACOMCAST CORP NEW | $34.9B |
AXTAAXALTA COATING SYS LTD | $34.0B |
TFSLTFS FINL CORP | $33.4B |
WEXWEX INC | $32.4B |
ALAIR LEASE CORP | $30.9B |
AMRZAMRIZE LTD | $29.8B |
AWGASBURY AUTOMOTIVE GROUP INC | $26.2B |
IBITISHARES BITCOIN TRUST ETF | $25.9B |
CRLCHARLES RIV LABS INTL INC | $21.9B |
GPNGLOBAL PMTS INC | $20.3B |
GOOGLALPHABET INC | $19.3B |
BZHBEAZER HOMES USA INC | $17.2B |
JDJD.COM INC | $15.5B |
SDRLSEADRILL LTD | $15.1B |
NSYNICE LTD | $13.8B |
MCYMERCURY GENL CORP NEW | $13.4B |
ALLYALLY FINL INC | $12.4B |
GLNGGOLAR LNG LTD | $12.1B |
METAMETA PLATFORMS INC | $12.1B |
GBTCGRAYSCALE BITCOIN TRUST ETF | $11.1B |
AEOAMERICAN EAGLE OUTFITTERS IN | $11.1B |
KOFCOCA-COLA FEMSA SAB DE CV | $11.0B |
APOAPOLLO GLOBAL MGMT INC | $9.8B |
HIPOHIPPO HLDGS INC | $6.9B |
LAWCS DISCO INC | $6.6B |
TBLATABOOLA.COM LTD | $6.5B |
GDRXGOODRX HLDGS INC | $6.3B |
GILGILDAN ACTIVEWEAR INC | $6.2B |
DKNGDRAFTKINGS INC NEW | $4.9B |
COFCAPITAL ONE FINL CORP | $3.8B |
STZCONSTELLATION BRANDS INC | $3.7B |
BANDBANDWIDTH INC | $3.0B |
NIQNIQ GLOBAL INTELLIGENCE PLC | $1.8B |
BTCGRAYSCALE BITCOIN MINI TR ET | $1.3B |
RGTIRIGETTI COMPUTING INC | $1.2B |
OKLOOKLO INC | $1.1B |
IRENIREN LIMITED | $938.6M |
TSETRINSEO PLC | $661.0M |
QBTSD-WAVE QUANTUM INC | $494.2M |
SL2SLEEP NUMBER CORP | $391.7M |
QUBTQUANTUM COMPUTING INC | $276.1M |
QSQUANTUMSCAPE CORP | $246.4M |