LAKEWOOD CAPITAL MANAGEMENT, LP
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
56
- Value ($000)
$1,325,245
- Date Filed11/14/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | $97.47M | 7 % | 301,650 | ||
THE CIGNA GROUP | COM | 125523100 | $97.23M | 7 % | 337,307 | ||
ARROW ELECTRS INC | COM | 042735100 | $69.86M | 5 % | 577,360 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | $68.34M | 5 % | 769,954 | ||
KEMPER CORP | COM | 488401100 | $60.89M | 5 % | 1,181,090 | ||
SMURFIT WESTROCK PLC | SHS | G8267P108 | $49.39M | 4 % | 1,160,297 | ||
FIRST AMERN FINL CORP | COM | 31847R102 | $48.86M | 4 % | 760,604 | ||
SOTERA HEALTH CO | COM | 83601L102 | $48.18M | 4 % | 3,062,739 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | $46.65M | 4 % | 486,300 | ||
BRUNSWICK CORP | COM | 117043109 | $46.38M | 4 % | 733,467 |
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