LAKEWOOD CAPITAL MANAGEMENT, LP
Q4 2025 13F Holdings
- Locationnew york, NY
- Num holdings
63
- Value ($000)
$1,510,922
- Date Filed02/17/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
THE CIGNA GROUP | COM | 125523100 | $111.55M | 7 % | 405,307 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | $71.59M | 5 % | 818,954 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | $62.35M | 4 % | 1,929,648 | ||
ICON PLC | SHS | G4705A100 | $60.59M | 4 % | 332,500 | ||
SOTERA HEALTH CO | COM | 83601L102 | $59.97M | 4 % | 3,399,581 | ||
BRUNSWICK CORP | COM | 117043109 | $57.79M | 4 % | 778,467 | ||
ARROW ELECTRS INC | COM | 042735100 | $57.66M | 4 % | 523,360 | ||
FIRST AMERN FINL CORP | COM | 31847R102 | $52.46M | 4 % | 853,904 | ||
CITIGROUP INC | COM NEW | 172967424 | $48.29M | 3 % | 413,839 | ||
ALLY FINL INC | COM | 02005N100 | $46.96M | 3 % | 1,036,809 |
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