LCM
Lakewood Capital Management Portfolio holdings
AUM
$1.31B
1-Year Return
8.07%
This Quarter Return
+11.59%
1 Year Return
+8.07%
3 Year Return
+62.29%
5 Year Return
+127.25%
10 Year Return
+235.65%
AUM
$1.25B
AUM Growth
+$22.3M
(+1.8%)
Cap. Flow
-$109M
Cap. Flow
% of AUM
-8.75%
Top 10 Holdings %
Top 10 Hldgs %
55.35%
Holding
57
New
6
Increased
11
Reduced
15
Closed
12
Top Buys
| 1 |
Micron Technology
MU
|
$59.1M |
| 2 |
Group 1 Automotive
GPI
|
$18.9M |
| 3 |
Sonic Automotive
SAH
|
$17.1M |
| 4 |
CDW
CDW
|
$15.6M |
| 5 |
MTOR
MERITOR, Inc.
MTOR
|
$11.6M |
Top Sells
| 1 |
Spirit AeroSystems
SPR
|
$33M |
| 2 |
BWX Technologies
BWXT
|
$24.7M |
| 3 |
Western Digital
WDC
|
$24.7M |
| 4 |
KFN
KKR FINANCIAL HOLDINGS LLC COM
KFN
|
$24.3M |
| 5 |
FedEx
FDX
|
$23.9M |
Sector Composition
| 1 | Technology | 35.62% |
| 2 | Industrials | 20.6% |
| 3 | Consumer Discretionary | 11.46% |
| 4 | Financials | 11.04% |
| 5 | Communication Services | 5.24% |