Lakewood Capital Management’s Global Payments GPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.6M Hold
244,300
1.46% 25
2025
Q1
$23.9M Hold
244,300
2.09% 17
2024
Q4
$27.4M Buy
244,300
+13,000
+6% +$1.46M 2.46% 16
2024
Q3
$23.7M Buy
231,300
+22,000
+11% +$2.25M 1.86% 19
2024
Q2
$20.2M Buy
209,300
+44,800
+27% +$4.33M 1.65% 21
2024
Q1
$22M Hold
164,500
1.79% 19
2023
Q4
$20.9M Sell
164,500
-15,000
-8% -$1.91M 1.75% 20
2023
Q3
$20.7M Hold
179,500
1.88% 19
2023
Q2
$17.7M Hold
179,500
1.53% 23
2023
Q1
$18.9M Buy
179,500
+7,000
+4% +$737K 1.54% 22
2022
Q4
$17.1M Buy
172,500
+22,000
+15% +$2.19M 1.52% 23
2022
Q3
$16.3M Sell
150,500
-172,500
-53% -$18.6M 1.37% 24
2022
Q2
$35.7M Buy
323,000
+101,000
+45% +$11.2M 2.21% 21
2022
Q1
$30.4M Buy
+222,000
New +$30.4M 1.53% 27