LCM
Lakewood Capital Management Portfolio holdings
AUM
$1.32B
1-Year Est. Return
3.22%
This Fund
S&P 500
1 Year Est. Return
+3.22%
AUM
$1.31B
AUM Growth
+$192M
(+17%)
Holding
56
Top Buys
| 1 | +$35.3M | |
| 2 | +$28.4M | |
| 3 | +$26.1M | |
| 4 |
TFS Financial
TFSL
|
+$21.5M |
| 5 |
Beazer Homes USA
BZH
|
+$15.7M |
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
Roblox
RBLX
$51.9B
| – | – |
0
|
|
||
52
TD Synnex
SNX
$12.5B
| – | – |
-57,000
|
|
||
53
State Street Energy Select Sector SPDR ETF
XLE
$30.4B
| – | – |
0
|
|
||
54
CACI
CACI
$14.2B
| – | – |
-42,123
|
|
||
55
Avis
CAR
$4.11B
| – | – |
-96,775
|
|
||
56
Caesars Entertainment
CZR
$4.57B
| – | – |
-106,000
|
|