SEC Form 13F

LAKEWOOD CAPITAL MANAGEMENT, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$1,941,186,913
Positions65

Largest disclosed positions

IssuerTickerClassReported valueReported amount
THE CIGNA GROUPCICOM$117,937,834427,807
AXALTA COATING SYS LTDAXTACOM$117,157,2353,423,648
ICON PUB LTD COICLRSHS$101,655,092585,200
ALLY FINL INCALLYCOM$80,817,2741,758,809
COPA HOLDINGS SACPACL A$76,991,593494,900
GROUP 1 AUTOMOTIVE INCGPICOM$72,097,768247,614
SOTERA HEALTH COSHCCOM$70,637,5633,979,581
CDW CORPCDWCOM$67,999,440483,500
META PLATFORMS INCMETACL A$65,333,191115,985
SS&C TECH HLDGSSSNCCOM$63,101,9961,016,954

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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