LCM
Lakewood Capital Management Portfolio holdings
AUM
$1.31B
1-Year Return
8.07%
This Quarter Return
+5.47%
1 Year Return
+8.07%
3 Year Return
+62.29%
5 Year Return
+127.25%
10 Year Return
+235.65%
AUM
$2.27B
AUM Growth
-$166M
(-6.8%)
Cap. Flow
-$283M
Cap. Flow
% of AUM
-12.45%
Top 10 Holdings %
Top 10 Hldgs %
65.04%
Holding
51
New
5
Increased
10
Reduced
15
Closed
9
Top Buys
| 1 |
AGN
Allergan plc
AGN
|
+$60.3M |
| 2 |
HCA Healthcare
HCA
|
+$40M |
| 3 |
WRK
WestRock Company
WRK
|
+$37.6M |
| 4 |
Citizens Financial Group
CFG
|
+$35.2M |
| 5 |
Qorvo
QRVO
|
+$24.2M |
Top Sells
| 1 |
IM
Ingram Micro
IM
|
+$65.8M |
| 2 |
CDW
CDW
|
+$60.7M |
| 3 |
Baidu
BIDU
|
+$51.6M |
| 4 |
Alibaba
BABA
|
+$43.6M |
| 5 |
JetBlue
JBLU
|
+$40.4M |
Sector Composition
| 1 | Financials | 27.94% |
| 2 | Communication Services | 22.98% |
| 3 | Industrials | 12.48% |
| 4 | Healthcare | 11.54% |
| 5 | Technology | 8.68% |
