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
$1.59B
AUM Growth
-$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$22.6M
2 +$20.2M
3 +$14.5M
4
CMCSA icon
Comcast
CMCSA
+$13.9M
5
CWK icon
Cushman & Wakefield
CWK
+$12.2M

Top Sells

1 +$49.8M
2 +$34.8M
3 +$32.6M
4
CI icon
Cigna
CI
+$22.7M
5
JXN icon
Jackson Financial
JXN
+$21.9M

Sector Composition

1 Consumer Discretionary 22.7%
2 Financials 19.8%
3 Communication Services 18.58%
4 Healthcare 11.67%
5 Technology 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
-266,207
53
0
54
0
55
0
56
0
57
-410,000