Lakewood Capital Management, LP

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Sleep Number Corporation
SNBR
$10.34M2.89645,000New+$10.34M0.92
Group 1 Automotive, Inc.
GPI
$90.22M2.28308,726+0.98%+$876,690.008.04
Kemper Corporation
KMPR
$59.69M1.5964,000+92.8%+$28.73M5.32
CS Disco, Inc.
LAW
$6.61M1.36813,411+18.48%+$1.03M0.59
Bandwidth Inc.
BAND
$6.5M1.32355,721+34.48%+$1.67M0.58
GoodRx Holdings, Inc.
GDRX
$23.47M0.883.31M+49.55%+$7.77M2.09
First American Financial Corporation
FAF
$54.8M0.87897,604+45.81%+$17.22M4.89
Sotera Health Company
SHC
$27.72M0.822.31MNew+$27.72M2.47
Asbury Automotive Group, Inc.
ABG
$36.53M0.77154,929-1.27%-$471,560.013.26
Brunswick Corporation
BC
$49.17M0.75509,467+9.69%+$4.34M4.38
Clearfield, Inc.
CLFD
$2.16M0.4970,000New+$2.16M0.19
Axalta Coating Systems Ltd.
AXTA
$36.16M0.481.05M0%+$03.22
National Vision Holdings, Inc.
EYE
$8.09M0.47365,0000%+$00.72
Taboola.com Ltd.
TBLA
$5.5M0.431.24M0%+$00.49
WestRock Company
WRK
$46.85M0.37947,512-5.01%-$2.47M4.18
Gildan Activewear Inc.
GIL
$21.44M0.34577,352+2.67%+$556,950.011.91
Charles River Laboratories International, Inc.
CRL
$30.55M0.22112,740-4.25%-$1.35M2.72
Roivant Sciences Ltd.
ROIV
$18.39M0.221.74M+60.96%+$6.96M1.64
Wyndham Hotels & Resorts, Inc.
WH
$12.99M0.21169,2360%+$01.16
Ally Financial Inc.
ALLY
$15.29M0.12376,609-25.66%-$5.28M1.36
Cigna Corporation
CI
$108.18M0.11297,857-3.56%-$4M9.64
First Citizens BancShares, Inc.
FCNCA
$23.44M0.114,3360%+$02.09
Insperity, Inc.
NSP
$3.62M0.0933,063-89.51%-$30.91M0.32
FedEx Corporation
FDX
$47.89M0.07165,290+80.45%+$21.35M4.27
Apollo Global Management, Inc.
APO
$42.42M0.07377,197-24.89%-$14.06M3.78
Citigroup Inc.
C
$76.63M0.061.21M-33.48%-$38.58M6.83
Global Payments Inc.
GPN
$21.99M0.06164,5000%+$01.96
Elevance Health Inc.
ELV
$40.45M0.0378,000+25.81%+$8.3M3.61
Comcast Corporation
CMCSA
$56.73M0.031.31M-9.16%-$5.72M5.06
Capital One Financial Corporation
COF
$15.04M0.03101,0000%+$01.34
KKR & Co. Inc.
KKR
$17.71M0.02176,100-62.67%-$29.73M1.58
Alibaba Group Holding Limited
BABA
$17.03M0.01235,3380%+$01.52
Dell Technologies Inc.
DELL
$2.47M<0.0121,606-96%-$59.22M0.22
Alphabet Inc.
GOOGL
$61.68M<0.01408,680+3.02%+$1.81M5.5
Meta Platforms, Inc.
META
$6.3M<0.0112,970-67.33%-$12.98M0.56
Grayscale Bitcoin Trust (BTC)
GBTC
$7.8M<0.01123,500New+$7.8M0.7
iShares Bitcoin Trust
IBIT
$9.94M<0.01245,600New+$9.94M0.89