LAKEWOOD CAPITAL MANAGEMENT, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $1.5B in reported equity holdings across 62 positions. The largest holdings are CI (7.4%), SS&C T (4.7%), AXTA (4.1%), ICLR (4.0%), SHC (4.0%). The portfolio is concentrated in Other (67.4%), Healthcare (14.2%), Financial Services (10.6%). Data sourced from SEC EDGAR 13F filings (CIK 1424381).