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

Top Buys

1
+$38.4M
2
+$21.1M
3
+$16.1M
4
CI icon
Cigna
CI
+$11.6M
5
SIG icon
Signet Jewelers
SIG
+$11.4M

Top Sells

1
+$12.2M
2
+$7.01M
3
+$6.84M
4
APO icon
Apollo Global Management
APO
+$6.46M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$6.05M

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