LAKEWOOD CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | C | 414K | $42.00M |
 | CI | 337K | $97.23M |
 | ALLY | 317K | $12.42M |
 | ELV | 302K | $97.47M |
 | GLNG | 300K | $12.12M |
 | TSE | 281K | $661.01K |
 | GPN | 244K | $20.30M |
 | ICLR | 239K | $41.86M |
 | IQV | 227K | $43.15M |
 | WEX | 205K | $32.37M |
 | HIPO | 190K | $6.87M |
 | BAND | 181K | $3.01M |
 | MCY | 158K | $13.41M |
 | CRL | 140K | $21.94M |
 | DKNG | 132K | $4.94M |
 | KOF | 132K | $10.95M |
 | NIQ | 113K | $1.77M |
 | ABG | 107K | $26.19M |
 | GIL | 107K | $6.19M |
 | GPI | 103K | $45.18M |
Citigroup Inc.
C
Shares Held
414K
Value
$42.00M
Cigna Corporation
CI
Shares Held
337K
Value
$97.23M
Ally Financial Inc.
ALLY
Shares Held
317K
Value
$12.42M
Elevance Health Inc.
ELV
Shares Held
302K
Value
$97.47M
Golar LNG Limited
GLNG
Shares Held
300K
Value
$12.12M
Trinseo PLC
TSE
Shares Held
281K
Value
$661.01K
Global Payments Inc.
GPN
Shares Held
244K
Value
$20.30M
ICON Public Limited Company
ICLR
Shares Held
239K
Value
$41.86M
IQVIA Holdings Inc.
IQV
Shares Held
227K
Value
$43.15M
WEX Inc.
WEX
Shares Held
205K
Value
$32.37M
Hippo Holdings Inc.
HIPO
Shares Held
190K
Value
$6.87M
Bandwidth Inc.
BAND
Shares Held
181K
Value
$3.01M
Mercury General Corporation
MCY
Shares Held
158K
Value
$13.41M
Charles River Laboratories International, Inc.
CRL
Shares Held
140K
Value
$21.94M
DraftKings Inc.
DKNG
Shares Held
132K
Value
$4.94M
Coca-Cola FEMSA, S.A.B. de C.V.
KOF
Shares Held
132K
Value
$10.95M
NIQ Global Intelligence Plc
NIQ
Shares Held
113K
Value
$1.77M
Asbury Automotive Group, Inc.
ABG
Shares Held
107K
Value
$26.19M
Gildan Activewear Inc.
GIL
Shares Held
107K
Value
$6.19M
Group 1 Automotive, Inc.
GPI
Shares Held
103K
Value
$45.18M