LAKEWOOD CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHC | 3.40M | $59.97M |
 | TFSL | 2.75M | $36.80M |
 | AXTA | 1.93M | $62.35M |
 | TBLA | 1.89M | $8.73M |
 | VTRS | 1.68M | $20.93M |
 | SW | 1.19M | $45.84M |
 | RELY | 1.12M | $15.47M |
 | LAW | 1.08M | $8.39M |
 | ALLY | 1.04M | $46.96M |
 | FAF | 854K | $52.46M |
 | SSNC | 819K | $71.59M |
 | BC | 778K | $57.79M |
 | BZH | 701K | $14.21M |
 | AMRZ | 699K | $37.81M |
 | KMPR | 691K | $28.02M |
 | JD | 639K | $18.34M |
 | CMCSA | 601K | $17.96M |
 | UNFI | 550K | $18.52M |
 | ARW | 523K | $57.66M |
 | AL | 486K | $31.21M |
Sotera Health Company
SHC
Shares Held
3.40M
Value
$59.97M
TFS Financial Corporation
TFSL
Shares Held
2.75M
Value
$36.80M
Axalta Coating Systems Ltd.
AXTA
Shares Held
1.93M
Value
$62.35M
Taboola.com Ltd.
TBLA
Shares Held
1.89M
Value
$8.73M
Viatris Inc.
VTRS
Shares Held
1.68M
Value
$20.93M
Smurfit Westrock Plc
SW
Shares Held
1.19M
Value
$45.84M
Remitly Global, Inc.
RELY
Shares Held
1.12M
Value
$15.47M
CS Disco, Inc.
LAW
Shares Held
1.08M
Value
$8.39M
Ally Financial Inc.
ALLY
Shares Held
1.04M
Value
$46.96M
First American Financial Corporation
FAF
Shares Held
854K
Value
$52.46M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
819K
Value
$71.59M
Brunswick Corporation
BC
Shares Held
778K
Value
$57.79M
Beazer Homes USA, Inc.
BZH
Shares Held
701K
Value
$14.21M
Amrize Ltd
AMRZ
Shares Held
699K
Value
$37.81M
Kemper Corporation
KMPR
Shares Held
691K
Value
$28.02M
JD.com, Inc.
JD
Shares Held
639K
Value
$18.34M
Comcast Corporation
CMCSA
Shares Held
601K
Value
$17.96M
United Natural Foods, Inc.
UNFI
Shares Held
550K
Value
$18.52M
Arrow Electronics, Inc.
ARW
Shares Held
523K
Value
$57.66M
Air Lease Corporation
AL
Shares Held
486K
Value
$31.21M