LCM

Lakewood Capital Management Portfolio holdings

AUM $1.31B
1-Year Est. Return 8.07%
This Quarter Est. Return
1 Year Est. Return
+8.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1 +$49.3M
2 +$32.7M
3 +$19.9M
4
CI icon
Cigna
CI
+$8.18M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.74M

Top Sells

1 +$24.6M
2 +$18.6M
3 +$18.3M
4
TMHC icon
Taylor Morrison
TMHC
+$17.6M
5
AXTA icon
Axalta
AXTA
+$16.8M

Sector Composition

1 Consumer Discretionary 30.62%
2 Financials 23.02%
3 Communication Services 17.63%
4 Technology 7.98%
5 Healthcare 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$14.9M 1.22%
219,236
27
$13.1M 1.07%
644,193
28
$11.4M 0.93%
342,352
+78,000
29
$10.9M 0.89%
113,000
30
$10.8M 0.88%
685,000
-60,000
31
$5.29M 0.43%
271,333
32
$1.84M 0.15%
+70,000
33
$1.58M 0.13%
70,088
34
$831K 0.07%
215,891
35
-1,032,205