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| Lakewood Capital Management LP
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|---|---|
| CRD # | 156429 |
| SEC # | 801-73099 |
| CIK # | 0001424381 |
| AUM | 3,398.7 M (2026-03-10) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-584-2210 |
| Address | 650 Madison Ave New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001424381 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Cigna Corp | 0.1 | ||
| Icon PLC /Adr/ | 0.1 | ||
| Axalta Coating Systems Ltd | 0.1 | ||
| Group 1 Automotive Inc | 0.1 | ||
| Ally Financial Inc | 0.1 | ||
| SS&C Technologies Holdings Inc | 0.1 | ||
| Sotera Health Co | 0.1 | ||
| Upjohn Inc | 0.0 | ||
| Amrize Ltd | 0.0 | ||
| Brunswick Corp | 0.0 | ||
| Facebook Inc | 0.0 | ||
| TFS Financial Corp | 0.0 | ||
| Quintiles Transnational Holdings Inc | 0.0 | ||
| First American Financial Corp | 0.0 | ||
| Arrow Electronics Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Union Pacific Corp | 0.0 | ||
| Wellpoint Inc | 0.0 | ||
| Wright Express Corp | 0.0 | ||
| CDW Corp | 0.0 | ||
| United Natural Foods Inc | 0.0 | ||
| Smurfit Westrock Ltd | 0.0 | ||
| JDcom Inc | 0.0 | ||
| Asbury Automotive Group Inc | 0.0 | ||
| Apollo Global Management Inc | 0.0 | ||
| Priceline Com Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| Coupang Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Lakewood Capital Partners LP | [2012-01-26] | 4,640.4 M | 3,398.7 M |
| Filed 2026-01-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 3.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 3.4 |
| By Discretionary | ||
| Discretionary | 2 | 3.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 2 | 3.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Lakewood Capital Management LP | Executive Officer | 3 | 2 | |
| Anthony Bozza | Executive Officer | 2 | 2 | |
| Bozza Jackson Holdings LLC | Executive Officer | 2 | 2 | |
| Lakewood Capital Advisors LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001424381] | |
| SC 13D | [0001424381] | |
| SC 13G | [0001424381] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.4B |
| Clients | 2 (50 non-US) |
| Serves | Institutional |
| Fund Types | Hedge Fund |
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|---|---|---|
|
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|
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✚
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|
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✚
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