LCM
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Lakewood Capital Management’s TFS Financial TFSL Stock Holding History

Lakewood Capital Management’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$27.4M Buy
2,113,382
+1,660,339
+366% +$21.5M 2.04% 18
2025
Q1 		$5.61M Buy
+453,043
New +$5.61M 0.49% 35