Stock Taper 
LAKEWOOD CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comcast Corporation | CMCSA | 420.75K | $10.33M |
 Ingram Micro Holding Corporation | INGM | 395K | $10.83M |
 United Natural Foods, Inc. | UNFI | 350K | $15.98M |
 Kemper Corporation | KMPR | 343.09K | $9.25M |
 IQVIA Holdings Inc. | IQV | 317.9K | $61.42M |
 DraftKings Inc. | DKNG | 304.5K | $7.69M |
 Klarna Group plc | KLAR | 270K | $5.46M |
 LKQ Corporation | LKQ | 265K | $6.98M |
 Group 1 Automotive, Inc. | GPI | 247.61K | $72.1M |
 Global Payments Inc. | GPN | 244.3K | $17.73M |
 Apollo Global Management, Inc. | APO | 227.2K | $26.88M |
 WEX Inc. | WEX | 200.97K | $28.35M |
 Hippo Holdings Inc. | HIPO | 190K | $5.37M |
 GDS Holdings Limited | GDS | 179K | $5.38M |
 Asbury Automotive Group, Inc. | ABG | 178.63K | $35.92M |
 Arrow Electronics, Inc. | ARW | 176.36K | $37.64M |
 Samsara Inc. | IOT | 175K | $5.68M |
 Booking Holdings Inc. | BKNG | 165.2K | $29.45M |
 Insperity, Inc. | NSP | 165K | $6.82M |
 Charles River Laboratories International, Inc. | CRL | 134K | $30.39M |