Stock Taper 
LAKEWOOD CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sotera Health Company | SHC | 3.98M | $70.64M |
 Viatris Inc. | VTRS | 3.74M | $59.33M |
 Axalta Coating Systems Ltd. | AXTA | 3.42M | $117.16M |
 TFS Financial Corporation | TFSL | 2.07M | $36.69M |
 Ally Financial Inc. | ALLY | 1.76M | $80.82M |
 Coupang, Inc. | CPNG | 1.3M | $22.67M |
 SS&C Technologies Holdings, Inc. | SSNC | 1.02M | $63.1M |
 JD.com, Inc. | JD | 1.01M | $25.71M |
 Amrize Ltd | AMRZ | 888.2K | $47.34M |
 Leggett & Platt, Incorporated | LEG | 830K | $9.72M |
 Remitly Global, Inc. | RELY | 751.2K | $16.83M |
 First American Financial Corporation | FAF | 735.9K | $50.48M |
 Smurfit Westrock plc | SW | 727.9K | $33.67M |
 Fermi Inc. Common Stock | FRMI | 600K | $5.5M |
 ICON Public Limited Company | ICLR | 585.2K | $101.66M |
 Copa Holdings, S.A. | CPA | 494.9K | $76.99M |
 Century Communities, Inc. | CCS | 487K | $34.9M |
 CDW Corporation | CDW | 483.5K | $68M |
 Brunswick Corporation | BC | 460.47K | $38.79M |
 Cigna Corporation | CI | 427.81K | $117.94M |