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
$1.12B
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$21.7M
3
+$15.5M
4
CI icon
Cigna
CI
+$12.7M
5
SIG icon
Signet Jewelers
SIG
+$11.6M

Top Sells

1
+$10.6M
2
+$7.01M
3
+$6.84M
4
APO icon
Apollo Global Management
APO
+$5.75M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$5.35M

Sector Composition

1 Healthcare 25.65%
2 Consumer Discretionary 21.41%
3 Financials 19.05%
4 Technology 13.53%
5 Communication Services 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
– –
0
1 2
3