LCM
Lakewood Capital Management Portfolio holdings
AUM
$1.31B
1-Year Return
8.07%
This Quarter Return
-10.53%
1 Year Return
+8.07%
3 Year Return
+62.29%
5 Year Return
+127.25%
10 Year Return
+235.65%
AUM
$1.93B
AUM Growth
-$419M
(-18%)
Cap. Flow
-$229M
Cap. Flow
% of AUM
-11.86%
Top 10 Holdings %
Top 10 Hldgs %
50.16%
Holding
77
New
10
Increased
14
Reduced
23
Closed
20
Top Buys
| 1 |
Western Digital
WDC
|
+$51.1M |
| 2 |
Brunswick
BC
|
+$42.6M |
| 3 |
Apollo Global Management
APO
|
+$36.9M |
| 4 |
First Citizens BancShares
FCNCA
|
+$33.3M |
| 5 |
Global Payments
GPN
|
+$30.4M |
Top Sells
| 1 |
AEL
American Equity Investment Life Holding Company
AEL
|
+$58.3M |
| 2 |
ATH
Athene Holding Ltd. Class A Common Shares
ATH
|
+$48.3M |
| 3 |
Amazon
AMZN
|
+$43M |
| 4 |
Cigna
CI
|
+$38.8M |
| 5 |
Elevance Health
ELV
|
+$37.5M |
Sector Composition
| 1 | Consumer Discretionary | 22.33% |
| 2 | Communication Services | 21.45% |
| 3 | Financials | 18.71% |
| 4 | Technology | 12.29% |
| 5 | Healthcare | 10.46% |
