Stock Taper 
LAKEWOOD CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 EMCOR Group, Inc. | EME | 7K | $5.81M |
 HCA Healthcare, Inc. | HCA | 38.5K | $15.01M |
 S&P Global Inc. | SPGI | 51.75K | $21.08M |
 Elevance Health Inc. | ELV | 59.35K | $22.95M |
 Alphabet Inc. | GOOGL | 60.58K | $21.65M |
 Avnet, Inc. | AVT | 72K | $6.4M |
 Stride, Inc. | LRN | 90K | $7.76M |
 Spotify Technology S.A. | SPOT | 93.5K | $42.93M |
 Henry Schein, Inc. | HSIC | 97K | $8.1M |
 Microsoft Corporation | MSFT | 101.53K | $37.87M |
 Union Pacific Corporation | UNP | 101.7K | $27.66M |
 Versant Media Group, Inc. Class A | VSNT | 104.03K | $3.75M |
 Mastercard Incorporated | MA | 109.45K | $56.22M |
 Meta Platforms, Inc. | META | 115.98K | $65.33M |
 NICE Ltd. | NICE | 116.8K | $10.61M |
 Visa Inc. | V | 120.58K | $41.37M |
 Charles River Laboratories International, Inc. | CRL | 134K | $30.39M |
 Insperity, Inc. | NSP | 165K | $6.82M |
 Booking Holdings Inc. | BKNG | 165.2K | $29.45M |
 Samsara Inc. | IOT | 175K | $5.68M |