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
$1.31B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$27.7M
3
+$23.9M
4
TFSL icon
TFS Financial
TFSL
+$21.4M
5
UNH icon
UnitedHealth
UNH
+$18.3M

Top Sells

1
+$15.5M
2
+$11.8M
3
+$10M
4
CI icon
Cigna
CI
+$8.54M
5
CAR icon
Avis
CAR
+$7.35M

Sector Composition

1 Healthcare 27%
2 Financials 20.67%
3 Consumer Discretionary 19.57%
4 Technology 14.49%
5 Communication Services 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-48,330
52
– –
0
53
– –
-5,079
54
– –
0
55
– –
-57,000
56
– –
0
1 2
3