LAKEWOOD CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHC | 3.06M | $48.18M |
 | TFSL | 2.53M | $33.38M |
 | TBLA | 1.89M | $6.46M |
 | GDRX | 1.49M | $6.31M |
 | AXTA | 1.19M | $33.99M |
 | KMPR | 1.18M | $60.89M |
 | SW | 1.16M | $49.39M |
 | CMCSA | 1.11M | $34.90M |
 | LAW | 1.02M | $6.57M |
 | SSNC | 770K | $68.34M |
 | FAF | 761K | $48.86M |
 | BC | 733K | $46.38M |
 | BZH | 701K | $17.21M |
 | AEO | 646K | $11.05M |
 | AMRZ | 615K | $29.85M |
 | ARW | 577K | $69.86M |
 | SDRL | 500K | $15.11M |
 | SIG | 486K | $46.65M |
 | AL | 486K | $30.93M |
 | JD | 444K | $15.53M |
Sotera Health Company
SHC
Shares Held
3.06M
Value
$48.18M
TFS Financial Corporation
TFSL
Shares Held
2.53M
Value
$33.38M
Taboola.com Ltd.
TBLA
Shares Held
1.89M
Value
$6.46M
GoodRx Holdings, Inc.
GDRX
Shares Held
1.49M
Value
$6.31M
Axalta Coating Systems Ltd.
AXTA
Shares Held
1.19M
Value
$33.99M
Kemper Corporation
KMPR
Shares Held
1.18M
Value
$60.89M
Smurfit Westrock Plc
SW
Shares Held
1.16M
Value
$49.39M
Comcast Corporation
CMCSA
Shares Held
1.11M
Value
$34.90M
CS Disco, Inc.
LAW
Shares Held
1.02M
Value
$6.57M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
770K
Value
$68.34M
First American Financial Corporation
FAF
Shares Held
761K
Value
$48.86M
Brunswick Corporation
BC
Shares Held
733K
Value
$46.38M
Beazer Homes USA, Inc.
BZH
Shares Held
701K
Value
$17.21M
American Eagle Outfitters, Inc.
AEO
Shares Held
646K
Value
$11.05M
Amrize Ltd
AMRZ
Shares Held
615K
Value
$29.85M
Arrow Electronics, Inc.
ARW
Shares Held
577K
Value
$69.86M
Seadrill Limited
SDRL
Shares Held
500K
Value
$15.11M
Signet Jewelers Limited
SIG
Shares Held
486K
Value
$46.65M
Air Lease Corporation
AL
Shares Held
486K
Value
$30.93M
JD.com, Inc.
JD
Shares Held
444K
Value
$15.53M