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Lakewood Capital Management’s American Eagle Outfitters AEO Stock Holding History

Lakewood Capital Management’s Portfolio AEO Stock Details AEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-175,900
Closed -$4.64M – 70
2025
Q4 		$4.64M Sell
175,900
-470,000
-73% -$9.29M 0.31% 51
2025
Q3 		$11.1M Buy
+645,900
New +$8.84M 0.83% 35

Other funds holding AEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lakewood Capital Management's AEO Position: Q1 2026 in Review

Lakewood Capital Management sold out of American Eagle Outfitters (AEO) in Q1 2026, closing a stake of 175,900 shares — an estimated $4.64M sold.

Lakewood Capital Management first reported a position in AEO in Q3 2025 and held it in 2 quarters. The position peaked at $11.1M in Q3 2025. 365 funds tracked by Wall St. Rank hold AEO as of Q1 2026.

  • Lakewood Capital Management reported no remaining American Eagle Outfitters position as of Q1 2026 after selling out during the quarter.
  • Lakewood Capital Management sold 175,900 American Eagle Outfitters shares in Q1 2026, an estimated $4.64M.
  • Lakewood Capital Management first reported a position in American Eagle Outfitters in Q3 2025 and held it in 2 quarters.
  • Lakewood Capital Management's American Eagle Outfitters position peaked at $11.1M in Q3 2025.
  • 365 funds tracked by Wall St. Rank held American Eagle Outfitters as of Q1 2026.

Based on Lakewood Capital Management's 13F filing for Q1 2026, filed 15 May 2026.