LAKEWOOD CAPITAL MANAGEMENT, LP
Q1 2025 13F Holdings
- Locationnew york, NY
- Num holdings
47
- Value ($000)
$1,146,741
- Date Filed05/15/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CI THE CIGNA GROUP | COM | 125523100 | $129.50 M | 11 % | 393,607 | ||
ELV ELEVANCE HEALTH INC | COM | 036752103 | $82.71 M | 7 % | 190,150 | ||
C CITIGROUP INC | COM NEW | 172967424 | $63.03 M | 6 % | 887,839 | ||
KMPR KEMPER CORP | COM | 488401100 | $62.71 M | 6 % | 938,090 | ||
ARW ARROW ELECTRS INC | COM | 042735100 | $56.83 M | 5 % | 547,360 | ||
SSNC SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | $54.12 M | 5 % | 647,954 | ||
SMURFIT WESTROCK PLC | SHS | G8267P108 | $52.28 M | 5 % | 1,160,297 | ||
FAF FIRST AMERN FINL CORP | COM | 31847R102 | $48.54 M | 4 % | 739,604 | ||
SIG SIGNET JEWELERS LIMITED | SHS | G81276100 | $46.16 M | 4 % | 795,000 | ||
GPI GROUP 1 AUTOMOTIVE INC | COM | 398905109 | $43.72 M | 4 % | 114,476 |
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