LAKEWOOD CAPITAL MANAGEMENT, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $1.9B in reported equity holdings across 63 positions. The largest holdings are CI (6.1%), AXTA (6.0%), ICLR (5.2%), ALLY (4.2%), CPRT (4.0%). The portfolio is concentrated in Other (61.1%), Healthcare (13.3%), Basic Materials (6.0%). Data sourced from SEC EDGAR 13F filings (CIK 1424381).