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 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 28% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 28% of the manager's regulatory AUM.
LAKEWOOD CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LAKEWOOD CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| C | 6.9% | Financials | 4.14% | 0.05% | 0 | 25% | ||
| DELL | 6.57% | Tech | 19.43% | 0.71% | 0 | 5% | ||
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FEATURED IN
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 |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
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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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
25TH FLOOR
NEW YORK, New York
UNITED STATES, 10022
LAKEWOOD CAPITAL Contact Information
Phone Number: 212-584-2210
Fax Number: DECEMBER
Website: http://www.lakewoodlp.com
Fax Number: DECEMBER
Website: http://www.lakewoodlp.com
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