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Lakewood Capital Management’s First American FAF Stock Holding History

Lakewood Capital Management’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.5M Buy
735,904
+92,000
+14% +$6.13M 2.6% 14
2026
Q1 		$38.8M Sell
643,904
-210,000
-25% -$13.4M 2.45% 14
2025
Q4 		$52.5M Buy
853,904
+93,300
+12% +$5.85M 3.47% 8
2025
Q3 		$48.9M Buy
760,604
+21,000
+3% +$1.32M 3.69% 7
2025
Q2 		$45.4M Hold
739,604
– – 3.39% 9
2025
Q1 		$48.5M Buy
739,604
+42,000
+6% +$2.66M 4.23% 8
2024
Q4 		$43.6M Hold
697,604
– – 3.91% 10
2024
Q3 		$46M Sell
697,604
-389,000
-36% -$23.7M 3.62% 12
2024
Q2 		$58.6M Buy
1,086,604
+189,000
+21% +$10.5M 4.79% 6
2024
Q1 		$54.8M Buy
897,604
+282,000
+46% +$16.7M 4.47% 8
2023
Q4 		$39.7M Sell
615,604
-326,000
-35% -$18.6M 3.32% 11
2023
Q3 		$53.2M Sell
941,604
-100,000
-10% -$6M 4.84% 8
2023
Q2 		$59.4M Sell
1,041,604
-98,000
-9% -$5.53M 5.14% 8
2023
Q1 		$63.4M Hold
1,139,604
– – 5.18% 7
2022
Q4 		$59.6M Buy
1,139,604
+25,000
+2% +$1.27M 5.31% 7
2022
Q3 		$51.4M Sell
1,114,604
-65,000
-6% -$3.52M 4.33% 9
2022
Q2 		$62.4M Buy
1,179,604
+130,000
+12% +$7.57M 3.87% 8
2022
Q1 		$68M Sell
1,049,604
-145,000
-12% -$10.3M 3.43% 8
2021
Q4 		$93.5M Sell
1,194,604
-165,000
-12% -$12.3M 3.97% 7
2021
Q3 		$91.2M Buy
1,359,604
+37,011
+3% +$2.47M 4.01% 6
2021
Q2 		$82.5M Sell
1,322,593
-109,000
-8% -$6.93M 3.41% 9
2021
Q1 		$81.1M Buy
1,431,593
+230,000
+19% +$12.6M 3.44% 10
2020
Q4 		$62M Sell
1,201,593
-95,000
-7% -$4.77M 2.91% 15
2020
Q3 		$66M Sell
1,296,593
-20,000
-2% -$1.04M 3.19% 9
2020
Q2 		$63.2M Buy
1,316,593
+1,216,593
+1,217% +$57.5M 2.72% 14
2020
Q1 		$4.24M Buy
+100,000
New +$5.71M 0.19% 42

Other funds holding FAF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lakewood Capital Management's FAF Position: Q2 2026 in Review

Lakewood Capital Management increased its First American (FAF) stake by 14% in Q2 2026, buying an estimated $6.13M and bringing the position to 735,904 shares worth $50.5M. The position accounts for 2.6% of the portfolio, ranked #14.

Lakewood Capital Management first reported a position in FAF in Q1 2020 and has held it in 26 quarters since. The position peaked at $93.5M in Q4 2021. 473 funds tracked by Wall St. Rank hold FAF as of Q2 2026.

  • Lakewood Capital Management held 735,904 shares of First American worth $50.5M as of Q2 2026.
  • Lakewood Capital Management bought 92,000 First American shares in Q2 2026, an estimated $6.13M.
  • First American made up 2.6% of Lakewood Capital Management's portfolio in Q2 2026, its #14 holding.
  • Lakewood Capital Management first reported a position in First American in Q1 2020 and has held it in 26 quarters since.
  • Lakewood Capital Management's First American position peaked at $93.5M in Q4 2021.
  • 473 funds tracked by Wall St. Rank held First American as of Q2 2026.

Based on Lakewood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.