LAKEWOOD CAPITAL MANAGEMENT, LP
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
49
- Value ($000)
$1,339,747
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001424381
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CI THE CIGNA GROUP | COM | 125523100 | $121.36M | 9 % | 367,107 | ||
C CITIGROUP INC | COM NEW | 172967424 | $84.94M | 6 % | 997,839 | ||
ARW ARROW ELECTRS INC | COM | 042735100 | $79.56M | 6 % | 624,360 | ||
ELV ELEVANCE HEALTH INC | COM | 036752103 | $78.63M | 6 % | 202,150 | ||
KMPR KEMPER CORP | COM | 488401100 | $67.06M | 5 % | 1,039,090 | ||
SSNC SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | $63.75M | 5 % | 769,954 | ||
SIG SIGNET JEWELERS LIMITED | SHS | G81276100 | $51.23M | 4 % | 644,000 | ||
SMURFIT WESTROCK PLC | SHS | G8267P108 | $50.07M | 4 % | 1,160,297 | ||
FAF FIRST AMERN FINL CORP | COM | 31847R102 | $45.40M | 3 % | 739,604 | ||
GPI GROUP 1 AUTOMOTIVE INC | COM | 398905109 | $43.01M | 3 % | 98,476 |
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