LAKEWOOD CAPITAL MANAGEMENT, LP — 13F holdings

LAKEWOOD CAPITAL MANAGEMENT, LP reported 65 holdings worth $1.94B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CI THE CIGNA GROUP — $118M (6.1%)
2. AXTA AXALTA COATING SYS LTD — $117M (6.0%)
3. ICLR ICON PLC — $102M (5.2%)
4. ALLY ALLY FINL INC — $80.8M (4.2%)
5. CPA COPA HOLDINGS SA — $77.0M (4.0%)
6. GPI GROUP 1 AUTOMOTIVE INC — $72.1M (3.7%)
7. SHC SOTERA HEALTH CO — $70.6M (3.6%)
8. CDW CDW CORP — $68.0M (3.5%)
9. META META PLATFORMS INC — $65.3M (3.4%)
10. SSNC SS&C TECHNOLOGIES HLDGS INC — $63.1M (3.3%)