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Lakewood Capital Management’s WEX WEX Stock Holding History

Lakewood Capital Management’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.8M Sell
200,968
-27,000
-12% -$4.22M 1.94% 20
2025
Q4 		$34M Buy
227,968
+22,500
+11% +$3.39M 2.25% 19
2025
Q3 		$32.4M Buy
205,468
+27,500
+15% +$4.55M 2.44% 18
2025
Q2 		$26.1M Buy
+177,968
New +$23.9M 1.95% 21

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lakewood Capital Management reduced its WEX (WEX) stake by 12% in Q1 2026, selling an estimated $4.22M and leaving 200,968 shares worth $30.8M. The position accounts for 1.94% of the portfolio, ranked #20.

Lakewood Capital Management first reported a position in WEX in Q2 2025 and has held it in 4 quarters since. The position peaked at $34M in Q4 2025. 429 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Lakewood Capital Management held 200,968 shares of WEX worth $30.8M as of Q1 2026.
  • Lakewood Capital Management sold 27,000 WEX shares in Q1 2026, an estimated $4.22M.
  • WEX made up 1.94% of Lakewood Capital Management's portfolio in Q1 2026, its #20 holding.
  • Lakewood Capital Management first reported a position in WEX in Q2 2025 and has held it in 4 quarters since.
  • Lakewood Capital Management's WEX position peaked at $34M in Q4 2025.
  • 429 funds tracked by Wall St. Rank held WEX as of Q1 2026.

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