LAKEWOOD CAPITAL MANAGEMENT, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $1.6B in reported equity holdings across 68 positions. The largest holdings are CI (7.2%), ICLR (5.2%), AXTA (5.1%), GPI (4.5%), ALLY (4.1%). The portfolio is concentrated in Other (66.1%), Healthcare (14.5%), Financial Services (7.0%). Data sourced from SEC EDGAR 13F filings (CIK 1424381).