LCM
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Lakewood Capital Management’s Stride LRN Stock Holding History

Lakewood Capital Management’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.76M Hold
90,000
– – 0.4% 46
2026
Q1 		$7.94M Buy
+90,000
New +$7.3M 0.5% 43

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B 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 $3.38T AUM 44.17% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Lakewood Capital Management held its Stride (LRN) position steady in Q2 2026 at 90,000 shares worth $7.76M. The position accounts for 0.4% of the portfolio, ranked #46.

Lakewood Capital Management first reported a position in LRN in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.94M in Q1 2026. 414 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • Lakewood Capital Management held 90,000 shares of Stride worth $7.76M as of Q2 2026.
  • Lakewood Capital Management left its Stride share count unchanged in Q2 2026.
  • Stride made up 0.4% of Lakewood Capital Management's portfolio in Q2 2026, its #46 holding.
  • Lakewood Capital Management first reported a position in Stride in Q1 2026 and has held it in 2 quarters since.
  • Lakewood Capital Management's Stride position peaked at $7.94M in Q1 2026.
  • 414 funds tracked by Wall St. Rank held Stride as of Q2 2026.

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