LCM

Lakewood Capital Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 3.22%
This Quarter Est. Return
1 Year Est. Return
+3.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.29B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$52.9M
3
+$39.2M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$30.5M
5
BABA icon
Alibaba
BABA
+$21.4M

Top Sells

1
+$104M
2
+$97.4M
3
+$75.6M
4
META icon
Meta Platforms (Facebook)
META
+$72.2M
5
CI icon
Cigna
CI
+$62.4M

Sector Composition

1 Financials 26.07%
2 Communication Services 23.39%
3 Healthcare 16.87%
4 Consumer Discretionary 15.16%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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54
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57
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58
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0
59
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61
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-643,097
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