LCM
TSE

Lakewood Capital Management’s Trinseo TSE Stock Holding History

Lakewood Capital Management’s Portfolio TSE Stock Details TSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-281,279
Closed -$140K – 80
2025
Q4 		$140K Hold
281,279
– – 0.01% 63
2025
Q3 		$661K Hold
281,279
– – 0.05% 52
2025
Q2 		$878K Hold
281,279
– – 0.07% 49
2025
Q1 		$1.04M Hold
281,279
– – 0.09% 45
2024
Q4 		$1.43M Hold
281,279
– – 0.13% 43
2024
Q3 		$1.44M Buy
+281,279
New +$937K 0.11% 46
2017
Q1 		– Sell
-88,260
Closed -$5.23M – 41
2016
Q4 		$5.23M Sell
88,260
-431,246
-83% -$24.2M 0.24% 33
2016
Q3 		$29.4M Sell
519,506
-280,000
-35% -$14.8M 0.66% 28
2016
Q2 		$34.3M Sell
799,506
-340,000
-30% -$14.9M 1.66% 21
2016
Q1 		$41.9M Sell
1,139,506
-335,984
-23% -$9.56M 1.83% 18
2015
Q4 		$41.6M Sell
1,475,490
-170,000
-10% -$4.95M 1.8% 18
2015
Q3 		$41.5M Buy
1,645,490
+1,550
+0.1% +$41.4K 1.57% 26
2015
Q2 		$44.1M Sell
1,643,940
-81,600
-5% -$2.09M 1.82% 22
2015
Q1 		$34.2M Sell
1,725,540
-282,580
-14% -$4.92M 1.75% 22
2014
Q4 		$35M Buy
2,008,120
+50,000
+3% +$758K 1.96% 23
2014
Q3 		$30.8M Buy
1,958,120
+938,364
+92% +$17.5M 1.95% 22
2014
Q2 		$21.2M Buy
+1,019,756
New +$21.9M 1.71% 18

Other funds holding TSE

KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
SC
Swan Capital Pensacola, Florida $272M AUM 14.84% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $297M AUM 40.85% 1-Year Est. Return

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

Lakewood Capital Management sold out of Trinseo (TSE) in Q1 2026, closing a stake of 281,279 shares — an estimated $140K sold.

Lakewood Capital Management first reported a position in TSE in Q2 2014 and held it in 17 quarters. The position peaked at $44.1M in Q2 2015. 14 funds tracked by Wall St. Rank hold TSE as of Q1 2026.

  • Lakewood Capital Management reported no remaining Trinseo position as of Q1 2026 after selling out during the quarter.
  • Lakewood Capital Management sold 281,279 Trinseo shares in Q1 2026, an estimated $140K.
  • Lakewood Capital Management first reported a position in Trinseo in Q2 2014 and held it in 17 quarters.
  • Lakewood Capital Management's Trinseo position peaked at $44.1M in Q2 2015.
  • 14 funds tracked by Wall St. Rank held Trinseo as of Q1 2026.

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