LCM

Lakewood Capital Management Portfolio holdings

AUM $1.44B
1-Year Est. Return 7.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.27B
AUM Growth
-$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$57.5M
2 +$41.7M
3 +$41.3M
4
CFG icon
Citizens Financial Group
CFG
+$33.9M
5
QRVO icon
Qorvo
QRVO
+$24.3M

Top Sells

1 +$65.5M
2 +$62.9M
3 +$50.3M
4
JBLU icon
JetBlue
JBLU
+$44.5M
5
BABA icon
Alibaba
BABA
+$43.6M

Sector Composition

1 Financials 27.94%
2 Communication Services 22.98%
3 Industrials 12.48%
4 Healthcare 11.54%
5 Technology 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-171,231