LAKEWOOD CAPITAL MANAGEMENT, LP

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    new york, NY
  • CIK
    0001424381
  • All SEC filings
Q1 2025
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