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LAKEWOOD CAPITAL MANAGEMENT, LP - Portfolio Stock Holdings

LAKEWOOD CAPITAL MANAGEMENT, LP disclosed 69 stock positions in a recent SEC 13F filing. $1,529,283,495 of stock holdings were filed, with the largest holdings including CI, ICLR, and AXTA. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $3,398,686,000 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

69

Est. Stock Holding Value:

$1,529,283,495

Top Stock Holdings By Sector

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Portfolio Stock Holdings - LAKEWOOD CAPITAL MANAGEMENT, LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - LAKEWOOD CAPITAL MANAGEMENT, LP

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.