LAKEWOOD CAPITAL MANAGEMENT, LP
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationnew york, NY
- CIK0001424381
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
47 | $1.15B | CI, ELV, C, KMPR | 13F-HR | May 15, 2025 | 000117266125002040 | ||
45 | $1.11B | CI, ELV, SMURFIT WESTROCK PLC, KMPR | 13F-HR | Feb 14, 2025 | 000117266125000910 | ||
47 | $1.27B | CI, GPI, C, KMPR | 13F-HR | Nov 14, 2024 | 000117266124004765 | ||
44 | $1.22B | CI, GPI, C, KMPR | 13F-HR | Aug 14, 2024 | 000117266124003389 | ||
43 | $1.23B | CI, GPI, C, GOOGL | 13F-HR | May 15, 2024 | 000117266124002367 | ||
42 | $1.19B | C, GPI, CI, C | 13F-HR | Feb 14, 2024 | 000117266124000895 | ||
38 | $1.10B | CI, GPI, C, DELL | 13F-HR | Nov 14, 2023 | 000117266123003958 | ||
34 | $1.16B | DELL, CI, GPI, C | 13F-HR | Aug 14, 2023 | 000117266123003094 | ||
34 | $1.22B | C, DELL, BC, GOOGL | 13F-HR | May 15, 2023 | 000117266123002233 | ||
32 | $1.12B | BC, CI, DELL, C | 13F-HR | Feb 14, 2023 | 000117266123000960 | ||
38 | $1.19B | BC, CI, DELL, C | 13F-HR | Nov 14, 2022 | 000117266122002486 | ||
45 | $1.61B | CI, DELL, BC, GOOGL | 13F-HR | Aug 15, 2022 | 000117266122001939 | ||
57 | $1.98B | GOOGL, META, CI, DELL | 13F-HR | May 16, 2022 | 000117266122001418 | ||
65 | $2.36B | CI, META, GOOGL, DELL | 13F-HR | Feb 14, 2022 | 000117266122000688 | ||
55 | $2.27B | DELL, META, CI, GOOGL | 13F-HR | Nov 15, 2021 | 000117266121002250 | ||
58 | $2.42B | META, DELL, GOOGL, BABA | 13F-HR | Aug 16, 2021 | 000117266121001746 | ||
61 | $2.36B | META, CI, BABA, GOOGL | 13F-HR | May 17, 2021 | 000117266121001238 | ||
54 | $2.14B | CI, DELL, ALLY, C | 13F-HR | Feb 16, 2021 | 000117266121000821 | ||
58 | $2.07B | DELL, CI, CMCSA, META | 13F-HR | Nov 16, 2020 | 000117266120002182 | ||
53 | $2.33B | CI, CMCSA, DELL, META | 13F-HR | Aug 14, 2020 | 000117266120001817 | ||
51 | $2.19B | CI, GOOGL, CMCSA, DELL | 13F-HR | May 15, 2020 | 000117266120001271 | ||
39 | $2.83B | CI, CMCSA, GOOGL, C | 13F-HR | Feb 14, 2020 | 000117266120000750 | ||
34 | $2.93B | GOOGL, C, CMCSA, CI | 13F-HR | Nov 14, 2019 | 000117266119002266 | ||
37 | $3.28B | C, GOOGL, ALLY, CMCSA | 13F-HR | Aug 14, 2019 | 000117266119001808 | ||
37 | $3.57B | C, ALLY, GOOGL, CMCSA | 13F-HR | May 15, 2019 | 000117266119001251 | ||
42 | $3.03B | C, GOOGL, ALLY, BIDU | 13F-HR | Feb 14, 2019 | 000117266119000639 | ||
34 | $3.03B | BIDU, CMCSA, GOOGL, C | 13F-HR | Nov 14, 2018 | 000117266118002112 | ||
37 | $3.03B | BIDU, GOOGL, ALLY, C | 13F-HR | Aug 14, 2018 | 000117266118001596 | ||
34 | $3.08B | BIDU, GOOGL, ALLY, ADIENT PLC | 13F-HR | May 15, 2018 | 000117266118001180 | ||
35 | $2.87B | ALLY, ADIENT PLC, BIDU, GOOGL | 13F-HR | Feb 14, 2018 | 000117266118000573 | ||
30 | $2.77B | BIDU, ADIENT PLC, ALLY, CIT | 13F-HR | Nov 14, 2017 | 000117266117002033 | ||
34 | $2.54B | ADIENT PLC, BIDU, CIT, ALLY | 13F-HR | Aug 14, 2017 | 000117266117001611 | ||
34 | $2.41B | ADIENT PLC, BIDU, CIT, C | 13F-HR | May 15, 2017 | 000117266117001080 | ||
37 | $2.21B | ADIENT PLC, CMCSA, MA, BIDU | 13F-HR | Feb 14, 2017 | 000117266117000627 | ||
42 | $4.42B | SPY, C, MA, HCA | 13F-HR | Nov 14, 2016 | 000117266116004202 | ||
34 | $2.07B | CMCSA, HCA, C, BIDU | 13F-HR | Aug 15, 2016 | 000117266116003804 | ||
33 | $2.30B | TIME WARNER CABLE INC, FDX, BIDU, HCA | 13F-HR | May 16, 2016 | 000117266116003350 | ||
41 | $2.31B | TIME WARNER CABLE INC, FDX, C, BIDU | 13F-HR | Feb 16, 2016 | 000117266116002760 | ||
51 | $2.64B | TIME WARNER CABLE INC, IM, FDX, C | 13F-HR | Nov 16, 2015 | 000117266115002043 | ||
49 | $2.42B | TIME WARNER CABLE INC, IM, C, AEK | 13F-HR | Aug 14, 2015 | 000117266115001552 | ||
47 | $1.95B | IM, ANDVUSD, C, MU | 13F-HR | May 15, 2015 | 000117266115001120 | ||
36 | $1.79B | MU, IM, C, AEK | 13F-HR | Feb 17, 2015 | 000117266115000527 | ||
36 | $1.58B | MU, IM, C, NCR CORP NEW | 13F-HR | Nov 14, 2014 | 000117266114001776 | ||
29 | $1.24B | IM, MU, NCR CORP NEW, ORCL | 13F-HR | Aug 14, 2014 | 000117266114001415 | ||
38 | $1.31B | ORCL, IM, NCR CORP NEW, AIG | 13F-HR | May 15, 2014 | 000117266114001048 | ||
44 | $1.26B | ORCL, S9Q, IM, AIG | 13F-HR | Feb 14, 2014 | 000117266114000553 |