LAKEWOOD CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHC | 4.10M | $58.86M |
 | VTRS | 3.67M | $49.59M |
 | AXTA | 2.90M | $80.21M |
 | TFSL | 2.84M | $39.84M |
 | TBLA | 1.89M | $5.87M |
 | ALLY | 1.65M | $64.84M |
 | RELY | 1.20M | $18.82M |
 | LAW | 1.11M | $4.23M |
 | CPNG | 1.04M | $19.64M |
 | SSNC | 947K | $63.99M |
 | JD | 904K | $26.73M |
 | AMRZ | 814K | $45.61M |
 | LEG | 780K | $7.71M |
 | BZH | 778K | $14.96M |
 | ICLR | 748K | $82.74M |
 | SW | 676K | $26.93M |
 | UNFI | 655K | $29.51M |
 | FAF | 644K | $38.82M |
 | BC | 587K | $42.74M |
 | SBET | 559K | $3.61M |
Sotera Health Company
SHC
Shares Held
4.10M
Value
$58.86M
Viatris Inc.
VTRS
Shares Held
3.67M
Value
$49.59M
Axalta Coating Systems Ltd.
AXTA
Shares Held
2.90M
Value
$80.21M
TFS Financial Corporation
TFSL
Shares Held
2.84M
Value
$39.84M
Taboola.com Ltd.
TBLA
Shares Held
1.89M
Value
$5.87M
Ally Financial Inc.
ALLY
Shares Held
1.65M
Value
$64.84M
Remitly Global, Inc.
RELY
Shares Held
1.20M
Value
$18.82M
CS Disco, Inc.
LAW
Shares Held
1.11M
Value
$4.23M
Coupang, Inc.
CPNG
Shares Held
1.04M
Value
$19.64M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
947K
Value
$63.99M
JD.com, Inc.
JD
Shares Held
904K
Value
$26.73M
Amrize Ltd
AMRZ
Shares Held
814K
Value
$45.61M
Leggett & Platt, Incorporated
LEG
Shares Held
780K
Value
$7.71M
Beazer Homes USA, Inc.
BZH
Shares Held
778K
Value
$14.96M
ICON Public Limited Company
ICLR
Shares Held
748K
Value
$82.74M
Smurfit Westrock Plc
SW
Shares Held
676K
Value
$26.93M
United Natural Foods, Inc.
UNFI
Shares Held
655K
Value
$29.51M
First American Financial Corporation
FAF
Shares Held
644K
Value
$38.82M
Brunswick Corporation
BC
Shares Held
587K
Value
$42.74M
Sharplink, Inc.
SBET
Shares Held
559K
Value
$3.61M