LCM
Lakewood Capital Management Portfolio holdings
AUM
$1.31B
1-Year Return
8.07%
This Quarter Return
+5.14%
1 Year Return
+8.07%
3 Year Return
+62.29%
5 Year Return
+127.25%
10 Year Return
+235.65%
AUM
$2.17B
AUM Growth
+$164M
(+8.1%)
Cap. Flow
-$90.5M
Cap. Flow
% of AUM
-4.16%
Top 10 Holdings %
Top 10 Hldgs %
55.83%
Holding
43
New
7
Increased
2
Reduced
19
Closed
2
Top Buys
| 1 |
CBRE Group
CBRE
|
+$67.9M |
| 2 |
Lithia Motors
LAD
|
+$61.6M |
| 3 |
AGN
Allergan plc
AGN
|
+$58.8M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$50.1M |
| 5 |
Anywhere Real Estate
HOUS
|
+$45.3M |
Top Sells
| 1 |
Citizens Financial Group
CFG
|
+$87.1M |
| 2 |
FedEx
FDX
|
+$85.9M |
| 3 |
ACAS
American Capital Ltd
ACAS
|
+$43.4M |
| 4 |
Cigna
CI
|
+$40.2M |
| 5 |
Baidu
BIDU
|
+$34.1M |
Sector Composition
| 1 | Financials | 33.12% |
| 2 | Communication Services | 19.25% |
| 3 | Healthcare | 10.66% |
| 4 | Consumer Discretionary | 9.19% |
| 5 | Industrials | 9.02% |
