LAKEWOOD CAPITAL Overview

Lakewood Capital Management Lp is a hedge fund that manages 4.4 BN dollars in regulatory AUM and has 12 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 49% of the manager's regulatory AUM.

LAKEWOOD CAPITAL StockAlpha

-1.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

LAKEWOOD CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
C 8.03% Financials 21.68% -0.22% 0 24%
MA 7.72% Tech 1.94% 0.25% 0 25%
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FEATURED IN
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LAKEWOOD CAPITAL Founders and Key Employees

Name Title In Position Since
Anthony T. Bozza Managing Partner January-2007
William L. Jackson Partner February-2007
Michael C. Antonacci Chief Financial Officer/Chief Compliance Officer April-2007
John L. Pessarra President March-2001

LAKEWOOD CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
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LAKEWOOD CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Method of Analysis
Lakewood focuses on finding mispriced securities for the Funds. The Investment Manager focuses its efforts on securities that are likely to be affected by factors that give rise to pricing inefficiencies based on its experience and judgment. Lakewood’s investment team has together analyzed and researched several hundred investment opportunities, resulting in a productive idea generation process. In addition to generating ideas from the numerous companies that Lakewood has followed over many years, the Investment Manager is always searching for interesting opportunities in areas such as stock overreactions, companies undergoing change or restructurings, spin-offs/IPOs and securities that are affected by technical factors (such as forced selling, momentum or limited liquidity). Lakewood’s ideas for short positions are generally catalyst-driven and are focused ...
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LAKEWOOD CAPITAL Portfolio Concentration

LAKEWOOD CAPITAL Location

650 MADISON AVE
25TH FLOOR
NEW YORK, New York
UNITED STATES, 10022

LAKEWOOD CAPITAL Contact Information

Phone Number: 212-584-2210
Fax Number: DECEMBER
Website:

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