LAKEWOOD CAPITAL MANAGEMENT, LP
Q1 2026 13F Holdings
- Locationnew york, NY
- Num holdings
69
- Value ($000)
$1,582,816
- Date Filed 05/15/2026
- Form type13F-HR
- CIK 0001424381
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
THE CIGNA GROUP | COM | 125523100 | $113.72M | 7 % | 426,307 | ||
ICON PLC | SHS | G4705A100 | $82.74M | 5 % | 747,700 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | $80.21M | 5 % | 2,895,648 | ||
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | $70.45M | 5 % | 213,076 | ||
ALLY FINL INC | COM | 02005N100 | $64.84M | 4 % | 1,652,809 | ||
SS&C TECH HLDGS | COM | 78467J100 | $63.99M | 4 % | 946,954 | ||
SOTERA HEALTH CO | COM | 83601L102 | $58.86M | 4 % | 4,104,581 | ||
VIATRIS INC | COM | 92556V106 | $49.59M | 3 % | 3,670,900 | ||
AMRIZE LTD | SHS | H2927K103 | $45.61M | 3 % | 814,200 | ||
BRUNSWICK CORP | COM | 117043109 | $42.74M | 3 % | 587,467 |
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